Special Needs Planning

One of the most difficult situations to plan for is the care of a disabled child or loved one after you are gone. Problems often arise because the disabled person may not have the skills to properly manage an inheritance. Furthermore, a disabled person may be receiving governmental benefits such as Medicaid or Supplemental Social Security Income and the receipt of an inheritance could negatively impact or disqualify your disabled loved one from receiving those government benefits.

At Smith and Condeni LLP, we recognize how complicated and emotional the planning for a disabled loved one can be, but where other attorneys see roadblocks and frustration, we see opportunities for compassionate and effective solutions for our clients’ individual circumstances. We understand the complexities surrounding the qualification and maintenance of government benefits that disabled individuals receive. We establish a comprehensive estate plan that will preserve government benefit eligibility for their disabled loved one while at the same time providing a source of funds that will meet the supplemental needs of the disabled loved one.

We also assist in the administration of the special needs trusts. Sometimes, unfortunately, the most well executed estate plan for a disabled person can be administered improperly and negatively affect the disabled person’s government benefits. Our experienced Probate and Trust Administration Department possesses the compassion, skill and understanding to effectively and properly administer a special needs trust. We assist the special needs beneficiaries and their fiduciaries in all aspects of trust administration.

Practice Area Attorneys

Holly N. Denham, Robin Rose Stiller, John R. Tullio
 

Special needs trusts are a critical component of your estate plan if you have a disabled loved one for whom you wish to provide for after your passing.

For more information concerning special needs planning, please contact Smith and Condeni for more information. We look forward to hearing from you.