When a member of the family is diagnosed with a genetic condition, mental illness, or other forms of disability, protecting that person’s dignity, quality of life, and safety becomes a top priority. Special needs planning is an important piece of the puzzle.
A special needs trust is a vital tool to ensure that a gift or inheritance can enrich a disabled individual’s life without resulting in a loss of governmental benefits.
Similarly, special needs trusts can be used to shelter proceeds from a lawsuit or settlement while simultaneously preserving governmental benefits for a disabled individual.
For more information about special needs planning, please call our office to schedule an appointment.
