Special Needs Planning

With the understanding that there is no substitute for the care you provide for your loved one, we will work with you to design a plan to ensure that level of care continues when you are no longer able to do so.

Properly planning for the care of a loved one with a disability during your lifetime and after your death requires distinct and careful consideration to ensure that your loved one’s eligibility for certain public benefit programs, such as Supplemental Security Income and Medicaid, is not jeopardized. One essential component of special needs planning is including a special needs trust to hold assets intended for your loved one. While there are many other options that can be implemented, a special needs trust allows your assets to be used for your loved one to supplement their care while preserving their public benefits.

 

At Ally Legal Planning our goal is to educate you regarding all available tools to provide the best care for your loved one with a disability. We will work with you to design a plan that will provide the best care for your loved one when you are no longer able to do so. Schedule your FREE consultation today.

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