Special Needs Trusts and ABLE Accounts

Summary

Financial planning for families with Special Needs, ABLE Education and establishment, Special Needs Trust funding.

Location by County/County(ies) served
Dane
Ages Served
Adults
Summary

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.

Summary

Special Needs Planning
Planning for the care and support of family members with special needs encompasses planning for living, vocational, and financial support.

Summary

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.