SPECIAL NEEDS LONG TERM PLANNING
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Special Needs Planning Attorney In Montana
Both children and adults with disabilities often rely on government benefits like Supplemental Security Income and medical benefits. These programs are only need-based which means that if their income or resources are too high they’ll be cut off from these benefits.
This unfortunately creates a lot of stress for families who want to secure their loved one’s future but, by transferring assets to them after death, they may end up losing their benefits.
One solution to this problem is special needs long-term planning. By creating a special needs trust, organizing guardianship, and planning everything out carefully for the future you’ll be able to set aside funds for the person with disabilities without damaging their eligibility for public benefits.
Start putting together a plan that will secure the future of your loved one with special needs today by booking in for a free consultation with our team of estate planning attorneys.
What's Involved In Special Needs Long Term Planning?
Special needs planning generally involves two main parts:
- Estate planning: Estate planning often includes a special needs trust that ensures your family member with special needs will receive the financial help they need to live a fantastic life.
- Guardianship planning: Guardianship planning makes sure there is a family member there to make important legal and medical decisions on the behalf of the child.
If you’d like to talk more in-depth about what’s involved in special needs long term planning then don’t hesitate to get in contact with our team.
What Is A Special Needs Trust & How Does It Help?
A special needs trust is used to pay for the needs of your family member that aren’t covered by the government.
For example, it could go towards the cost of:
- Assistive technology
- Wheelchairs
- Medical and dental expenses
- Education
- Travel
- Electronic equipment
- Legal fees
- Therapy or rehabilitation
Legal Services Straight To Your Door
If you’re not in a position to visit our office to start planning your estate don’t worry - our team will come to you.
If you want to start putting together a special needs long term plan for a loved one but can’t make it to us then we’ll organize a date and time that suits you.
We’ll give you a call to discuss your goals and desires for the future of your family.
Book in for a free consultation with our expert legal team today.
We Always Make Sure Our Clients Get A Plan That Suits Their Needs
"Working with Johanna Pickel and her staff has been unexpectedly uneventful. Phone calls are returned promptly. Questions get
answered in a manner I can understand. And everything got done exactly the way she promised. I've never had such an
easy experience with an attorney and I hope it continues for many years. I highly recommend her office."
- Judith A.
Make Sure The Future of Your Family Member With Special Needs Is Secure By Getting Help From Our Team of Estate Planning Experts
