Many families have disabled children or other beneficiaries who are or will require governmental assistance to meet their medical and basic living needs. Our attorneys are well-versed in the complex laws and regulations that govern an individual’s right to receive Medicaid and/or Supplemental Security Income (“SSI”) benefits. These laws and regulations must be considered when preparing an estate plan that will benefit disabled beneficiaries who receive these types of benefits. We can assist individuals and families with the drafting of an estate plan that will allow an individual who receives public benefits to continue to receive those benefits upon the receipt of an inheritance. We also advise individual and corporate fiduciaries on administration issues relating to special needs trusts, to ensure that an individual’s benefits are not jeopardized.
Special Needs Planning Planning for the care and support of family members with special needs encompasses planning for living, vocational, and financial support.
Planning for the care and support of someone with special needs encompasses arrangements for living, vocational, and financial support. We can assist you with a plan for the ongoing future support for yourself or a loved one with a disability. This planning may include the use of a special needs trust, certain other legal documents, and possibly court proceedings to provide for the needs and wellbeing of the individual with disabilities. We guide individuals and families of various circumstances, to customize a plan with the right balance of independence, protection, and assistance.
1. Resources - a vetted professional network to connect families with from Estate Planning Attorneys to Residential house cleaner and organizer.
2. Education - short video "Empowerment Sessions" sharing answers to challenging questions families have.
3. Financial Support - we provide grants to families with special needs dependents to complete their long-term planning documents like wills, trusts, special needs trusts, and other legal documents in order to secure their and their loved ones futures.
Nancy brings an accounting background to the practice of law, allowing her to counsel her clients regarding their legal needs with an eye toward tax planning. Nancy practices in the areas listed below.
Nancy takes great pride in building and maintaining strong client relationships, based on service and trust. Together, Nancy and her father, Jay W. Winter, served the legal needs of Oregon and Madison-area families from one generation to the next.
In 2013, Winter Law Office merged with The Law Center for Children & Families, forming The Law Center, S.C. As a result of the merger, the firm is able to serve more of its clients’ diverse legal needs, while continuing a tradition of long-term, personal client relationships.
Practice Areas: Business Law, Life and Estate Planning (including estate planning for individuals with special needs), Probate, Property and Real Estate, Tax Planning, Marital Property and Cohabitation Agreements, LGBTQ+ Family Formation and Protection (contracts and estate planning)
Oregon office: 602 Pleasant Oak Drive, Oregon, WI 53575 (by appointment only)
Special Needs Planning, LLC was founded in service to families of children, or other dependents, with special needs. We can help you shepherd your family through the maze of legal and financial complexities that are often associated with planning for the financial future of children, or other dependents, with special needs.