Special Needs & Legacy Planning
Planning for the long-term needs of a loved one requires careful consideration, particularly when that individual relies on government benefits or may require ongoing financial support. Special needs and legacy planning can help families provide financial security while creating a thoughtful plan for how assets will be managed and distributed in the future.
Our attorneys help families develop customized estate planning strategies designed to protect loved ones and preserve the legacy they have worked to build.
COMMON ISSUES
Special needs and legacy planning can address several important long-term concerns. Some of the most common include:
- Preserving Government Benefit Eligibility: Leaving assets directly to a loved one with special needs may affect eligibility for certain needs-based government benefits. Proper planning can help provide financial support while protecting access to applicable benefits.
- Providing Long-Term Financial Support: Specialized trusts can establish how assets will be managed and used to support a loved one throughout their lifetime.
- Preserving a Family Legacy: Thoughtful estate planning can help families determine how wealth and other assets should be protected, managed, and transferred to future generations.
HOW WE CAN HELP
Our attorneys help families create personalized strategies for providing long-term support and preserving their legacy. We can assist with:
- Creating special needs trusts
- Structuring inheritances for loved ones with special needs
- Planning with government benefit eligibility in mind
- Selecting appropriate trustees
- Establishing long-term asset management strategies
- Coordinating special needs planning with wills and other trusts
- Developing broader legacy and multigenerational planning strategies
Every family has different needs and goals for the future. Our team can help create a thoughtful plan designed to provide lasting support for your loved ones while protecting the legacy you want to leave behind.