Preserving choice and dignity
Begin with the person’s goals, abilities, preferences, relationships, and desired level of support.
Schedule a SessionPlanning with care and coordination
Special-Needs Planning
General education for families considering long-term support for a person with disabilities.
Special-needs planning can involve public benefits, caregiving, decision-making, housing, funding, fiduciaries, and long-term oversight. The appropriate plan depends on the individual, the family, available benefits, assets, and current law.
Benefits-sensitive planning
Some assets or distributions may interact with eligibility rules. Obtain advice before transferring or redesignating assets.
Trust and funding questions
An attorney can explain when a trust may be considered, who may serve, what it may hold, and how administration works.
Caregiving and future support
Document practical knowledge, routines, relationships, providers, and hopes without placing sensitive details on a public website.
Coordinating the planning team
Legal, financial, tax, benefits, and care professionals may need clearly defined and separate roles.
Reviewing the plan
Benefits rules, family circumstances, caregivers, fiduciaries, and resources can change over time.
Ready for a conversation?
When your facts matter, an attorney can help you understand the questions and possible next steps.
Schedule a Planning Session