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Special Needs Planning

Tools

Planning for Family Members with Disabilities Planning for Family Members with Disabilities (398 KB)

Special Needs Questionnaire Special Needs Questionnaire (251 KB)

Special Needs Planning encompasses the holistic planning needs of an individual with a disability. It includes both decision making for the individual with a disability either through the use of a Durable Power of Attorney and Health Care Proxy or through a guardianship. It also includes estate and benefit planning for the individual, often through the use of a Supplemental Needs Trust. In addition, the Pierro Law Group Special Needs attorneys can assist with the application for Medicaid benefits and advocacy through other government agencies.






Types of Services:

  • Guardianship
  • Estate Planning, including use of Supplemental Needs Trusts
  • Benefits counseling
  • Medicaid application and advocacy
  • Advocacy with other government and not for profit agencies

FAQs

Planning for an individual with a disability requires special knowledge of estate planning rules, guardianship laws and government benefits. If you are a person with a disability or have a person with a disability in your life, please contact one of our Special Needs Planning Attorneys for a consultation to develop an individualized estate and long term care plan which best fits your needs.

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