SPECIAL NEEDS PLANNING
Planning for the future is challenging for everyone, but when you have a loved one with
special needs it can be more complicated because there are emotional, financial
and legal factors to be considered.
When planning for a loved one with special needs, we can discuss why proper planning
is essential to prevent your loved one from possibly losing entitlement to needs-based
benefits such as Medicaid and Supplemental Security Income (SSI).
Special needs planning can be implemented in other practice areas. For example, in
Estate Planning, wills and trusts may include a special needs plan. Also, in Guardianship
Proceedings, powers may be requested to establish and manage a special needs plan.