Special Needs Planning

Estate planning for a family with special needs children comes with a complex set of financial, social, and medical issues.  We offer a variety of estate planning tools and strategies designed to accommodate the unique circumstances presented by children with special needs and their families.

We can help you pass on the financial assets needed for the level of care and support your child needs throughout their lifetime without jeopardizing their eligibility for government benefits like Medicaid and Supplemental Social Security Income.  If you leave a large lump sum of money directly to a special needs child, there are concerns about how that might impact governmental assistance and whether your child is capable of managing those finances on their own.

A “special needs trust” is designed to provide supplemental financial resources for the child with physical or developmental disabilities without affecting their eligibility for public healthcare and income assistance benefits. 

Spatz Law Group will help you develop a sustainable living plan for your child with special needs that will provide them with the finances they need to live a full life, while preserving their access to government benefits.

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