Special Needs Planning

Navigating The Complexities Of Special Needs To Protect Your Loved One

How To Leave Assets For Your Child With Special Needs

Estate planning for a family who have a child with special needs comes with a complex set of financial and medical issues that some lawyers are ill-equipped to handle.

Adams Law Firm, LLC is dedicated to ensuring your child with special needs will be well taken care of when you are no longer able to serve as their primary caregiver.

We offer a variety of estate planning tools and strategies designed to accommodate the unique circumstances presented by children with special needs and their families.

We can help you pass on the financial assets needed for your child to live a rich quality of life without jeopardizing their eligibility for government benefits. We will also assist you in finding and appointing a trusted guardian and/or trustee to look after them in the event of your death or incapacity. And we will help with locating the best residential opportunities and identifying the best means to pay for them.

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Special/Supplemental Needs Trusts

One “Catch-22” situation that typically arises in estate planning for those with special needs is how to leave enough money to pay for the massive amount of care and support a loved one with special needs typically requires throughout their lifetime, while not disqualifying them from government benefits like Medicaid and Supplemental Social Security Income.

If you leave a large lump sum of money directly to a child with special needs, immediately there are concerns about how that might impact governmental assistance and whether your child is capable of managing finances on their own.

Fortunately, we have an estate planning tool called a “Supplemental Needs Trust” designed to provide supplemental financial resources for the physically, mentally, or developmentally disabled child without affecting their eligibility for public healthcare and income assistance benefits.

This said, the rules for such trusts are quite complicated.

For instance, funds from a Supplemental Needs Trust cannot be distributed directly to the disabled beneficiary and must be disbursed to a third party who is responsible for providing the goods and services your special needs child will need to maintain a comfortable lifestyle.

Even once you have established a Supplemental Needs Trust, the care and attention we pay to your child with special needs is not over. We know that your child’s financial and emotional requirements will change over time, sometimes dramatically. And the laws governing public benefits change over time.

Given this, it is vital to work with an experienced special needs attorney who can create a comprehensive Supplemental Needs Trust that is both properly structured and appropriate for your child’s specific situation.

Special Needs Planning ​And Trusts​

If you need estate planning for your child with Down Syndrome, autism, cerebral palsy, or any other developmental or intellectual disability, we are here to help you.

We will help you develop a sustainable living plan for your child with special needs that will provide them with the finances they need to live a full life, while preserving their access to government benefits.

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