Lifetime and estate planning for individuals who have special needs, are incompetent, disabled or elderly, deserve special care and attention from trained professionals. We are here to provide guidance and planning opportunities beneficial to you and your challenged loved ones.

You may have a minor or adult child or other family member who has been disabled from birth, or, thereafter. Understandably, you want to be able to continue to ensure that your loved one is adequately provided for after you are gone. Or, you may need assistance with managing the financial and residential affairs of a parent or loved one who can no longer adequately take care of himself or herself.

Help is available from our professional team. With vast experience and knowledge in the laws and landscape of various types of special needs trusts created for a disabled individual, which will not affect or jeopardize current or potential asset-based governmental assistance available, we can put into place an appropriate plan to bring peace of mind to you and your family. Even if your loved one is not now or anticipated to ever need SSI or Medicaid assistance, preservation and protection of assets set aside to bring joy, dignity and optimism to your special loved one when you are no longer able to.

We are also here to assist with probate court guardianships related procedures for incompetent individuals. If possible, we implement a less restrictive alternative plan which does not necessitate probate court involvement. For elderly individuals, we bring support, suggestions and solutions to medical, financial and safety concerns of the family, always mindful, however, that our duty is foremost to the elderly client.

Our group regularly and routinely provides advice and planning opportunities on:

  • Financial powers of attorney, advanced directives, wills and trusts
  • Special needs trusts – whether or not asset based governmental benefits are involved
  • Guardianships and conservatorships
  • Representing applicants or prospective wards in probate court filings and litigation
  • Elder law planning
  • Medicaid planning
  • Protecting vulnerable family members with special needs trusts, guardianships and other disability or elder law planning