Special Needs Planning

Secure Futures and Ongoing Care

Mother standing behind young son in a wheelchair, both very happy and smiling

Special Needs Planning is a specialized area of the law that focuses on ensuring the long-term care and financial security of individuals with disabilities. This type of planning is crucial for families who have members with physical, mental, or developmental disabilities. The goal is to provide for the special needs individual’s quality of life and care without jeopardizing their eligibility for vital government benefits.

Special needs trusts are crucial for individuals with disabilities—particularly those who rely on government benefits like Medicaid or Supplemental Security Income—as they allow you to provide for the financial needs of a disabled loved one without jeopardizing their eligibility for essential government assistance. 

We understand the intricate legal requirements and regulations associated with these trusts, ensuring that they are set up and managed correctly, so that these key benefits are secure and ongoing care never lapses.  

Our Special Needs Planning services and expertise available to the entire Arizona community include:

  • Tailored Special Needs Trusts: Crafting customized special needs trusts to ensure individuals with disabilities receive the financial support they need without jeopardizing their eligibility for government benefits like Medicaid or Supplemental Security Income (SSI).

  • Estate Planning Integration: Integrating special needs planning into broader estate plans to ensure a cohesive strategy that addresses the unique challenges and opportunities for families.
  • Guardianship and Conservatorship Assistance: Assisting families in establishing guardianship or conservatorship when necessary, ensuring that individuals with disabilities have the proper legal protection and representation to make decisions in their best interest.

  • Government Benefits Coordination: Navigating the complex landscape of government benefits to ensure the individual with special needs maximizes their entitlements while remaining compliant with the rules of each program.

Special Needs Planning in Arizona Workbook

Understanding the Letter of Intent in Special Needs Planning

Understanding the Letter of Intent in Special Needs Planning

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Through streamlined processes, adaptable schedules, and flexible payment terms, our approachable team takes a seemingly daunting task and simplifies it, so you can get back to what matters most.

Helpful Resources

On-demand webinars on the ins-and-outs of special needs and estate planning.

Register for upcoming live webinars and educational events.

Helpful tools and reading, including recommended planners, books, and tools for your protection and education.