Special Needs Planning

Special Needs Planning is a greater necessity today than ever as advances in medical and social treatment for people with developmental disabilities have increased their life expectancy. Greater longevity for the person with special needs creates a greater need for parents or caregivers to do proper planning that incorporates daily routines and needs as well as special needs trusts for future financial needs.

Special Needs Trusts are also used when an elder is disabled and receiving long-term care assistance from the government and a spouse or other family member wishes to provide funds to enhance the elder’s quality of life.