Special Needs Planning

HomeSpecial Needs Planning

Let’s Establish a Special Needs Trust that’s right for you

You should not have to worry about what would happen to a loved one with special needs if you were no longer able to take care of them. Special needs planning is appropriate when a family member has a disability. A special needs trust allows a disabled loved one to receive assets from the trust to supplement their needs while not compromising essential needs-based government benefits. There are a variety of special needs trusts, each suited to specific circumstances and needs.

Contact Us Today