Planning for a loved one with special needs requires a thoughtful and comprehensive approach. Without the right legal and financial safeguards, your family member could face challenges maintaining their quality of life or accessing essential benefits. My goal is to provide peace of mind through a customized plan that addresses:

• Legal Protections: Ensuring the proper legal tools, such as guardianship or conservatorship, are in place.
• Financial Security: Creating strategies to provide for your loved one’s future needs while maintaining access to government benefits.
• Ongoing Care: Securing their long-term care and well-being, even after you’re no longer able to provide for them directly.

When your loved one with special needs reaches adulthood, obtaining legal guardianship can ensure you continue to make important decisions on their behalf. I’ll help you navigate the process and secure the right protections for their future.

Together, we’ll:

• Determine whether guardianship is necessary for your situation
• Guide you through the legal requirements and paperwork
• Establish clear decision-making authority for healthcare, education, and more
• Provide ongoing support for any legal updates or adjustments

If your loved one is unable to manage their financial affairs, conservatorship provides you with the legal authority to act in their best interest. I’ll guide you through the steps needed to establish and manage this responsibility.

We’ll work together to:

• Determine if conservatorship is appropriate for your family member
• File the necessary legal documents and meet court requirements
• Set up systems to manage finances and protect assets
• Ensure compliance with legal obligations while offering long-term guidance

A Special Needs Trust is an essential tool to protect your loved one’s financial security while preserving their access to public benefits. I’ll help you set up and manage a trust that meets their specific needs.

Together, we’ll:

• Go through the process of setting up a Special Needs Trust that aligns with your loved one’s financial and care needs, ensuring it’s properly structured and administered.
• Ensure eligibility for government benefits like Medicaid and SSI
• Appoint a trustee to manage and distribute funds responsibly
• Provide ongoing management and oversight of the trust to adapt to changing needs

Maximizing the benefits available to your loved one can be overwhelming. I’ll help you understand what’s available and how to access the support your family needs.

We’ll work together to:

• Review eligibility for government programs like Medicaid, Social Security, and more
• Identify and apply for local, state, and federal benefits
• Develop a strategy to maximize financial resources
• Provide ongoing support to ensure continued access to these programs