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Estate Planning Information Center

919-484-0012 Attend a Free Seminar
Caregivers Summit
  • WhoWe Are
    • A Message From Mark Costley
    • Meet Our Team
  • WhatWe Do
    • Advanced Estate Planning
      • Asset Protection
      • Business Succession Planning
      • Charitable Trusts
      • Family Foundation
      • Family Limited Partnerships
      • Grantor Retained Annuity Trust
      • Irrevocable Life Insurance Trust
      • Planning For Charitable Gifts
    • Counseling Non-Profits
    • Elder Law and Special Needs Planning
    • Estate and Gift Tax Planning
    • Estate Planning
    • Probate & Trust Administration
    • Process
    • Social Entrepreneurship & Business Law
  • WhyWe Do It
    • Peace Of Mind
  • Resources
    • Caregiving Resources
      • Caregiving Worksheets
      • Our Book
    • Definitions
    • Elder Law Reports
    • Estate Plan Checkup
    • Estate Planning Articles
    • Frequently Asked Questions
      • Elder Law FAQ’s
      • Estate Planning FAQs
      • FAQs for Families Without an Estate Plan
      • Legacy Wealth Planning FAQs
      • LGBTQ Estate Planning FAQs
      • Trust Administration & Probate FAQs
    • Is Your Estate Plan Outdated?
    • Professional Resources
    • Reports
      • Advanced Estate Planning
      • Basic Estate Planning
      • Estate Planning For Niches
      • Trust Administration
    • Top 10 Estate Planning Techniques

Special Needs Planning

Families who have a family member with a disability must plan for the future very carefully. How assets are left after your death can have a tremendous impact on the quality of life for that person. In the past, a Will may have been enough, but times have changed. To protect a person with special needs, a well-defined estate plan is vital.

How A Special Needs Trust Works

A Special Needs Trust allows a parent, grandparent or guardian to provide funds for a disabled child without disrupting the child’s eligibility for government aid. Setting one up is a fairly simple process. Important points to remember while investigating the use of this estate planning tool are:

  • Decide on an appropriate guardian for your child
  • Determine who would be a suitable Trustee(s) to manage the Trust’s assets and supervise your child’s finances
  • Outline instructions for your child’s education, housing, personal and emotional needs

Our law firm helps families address the financial, legal and social aspects of a person’s life to develop an effective plan for the future. Our goal is to ensure that their needs are met and that they have the opportunity to expand their horizons and follow their dreams.

Free Estate Planning Checklist

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Phone: 919-484-0012

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