Special Needs Planning Attorneys

Nassau County Estate Planning also serving Queens County

When a child or a loved one has special needs, we know that you may be concerned about what will happen to them if you are not there to care for them anymore. Special needs planning is an important estate planning tool that can help you prepare for the unexpected. When you create a Special Needs Trust, you can assemble a plan that ensures your loved one’s needs are met for the rest of his or her life. The choices you make today can have a significant effect on your loved one’s future and his or her quality of life.

Critical issues that we can address during special needs planning:

• Will my loved one still be eligible for SSI and/or Medicaid?
• Who will be the guardian for my loved one?
• Who will be the Trustee(s) to manage and supervise the assets?
• What will happen to my loved one’s housing?
• How do I make sure my loved one’s personal and emotional needs are met?

SSI/Medicaid Eligibility

Government aid programs such as Medicaid and SSI have eligibility limits for assets. If the money you leave your loved one puts them over the limit, they may lose their eligibility. Utilizing creative planning and sophisticated strategies, we can structure your Special Needs Trust in a way that maintains your loved one’s benefits eligibility while maximizing the assets you leave to them.

Need More Information?

If you have questions or would like more information about your options, feel free to speak with one of our special needs planning lawyers in Nassau County. From legal to financial planning, we can address the entire spectrum of your loved one's needs. You are also welcome to participate in one of our upcoming workshops to learn valuable estate planning advice.

We can be reached at (516) 806-4414.