If you currently provide care for a child or loved on with special needs, whether it’s a mental, physical or developmental disability, you are likely concerned about what would happen to them should something happen to you and you are no longer able to care for them.

Who Is At Risk?

Whether it’s caring for a child, grandchild, parent, grandparent, or close friend, chances are that someone close to you will need long-term assistance.


The overwhelming majority of families we meet have a loved one with special needs whose life expectancy far exceeds that of their caregiver. How do you ensure the quality of care for your loved one for the rest of their lives when that life could be 80 years or longer?

We understand your concerns

Are government benefits the answer? Families we meet simply do not trust that the government will be there to provide for their loved one with special needs. Decades of cutbacks in services, and constant threat of additional cuts, has led many to look for alternative ways to provide services and care. There is an awful lack of commitment to those with special needs. Serving a largely urban and professional clientele most of our clients are unable to obtain government benefits for their loved one no matter how valuable those benefits may be.


Does my disabled loved one need special needs planning?

This is a very personal question the answer to which is extremely fact specific. That being said, we believe the answer boils down to one question: could your loved one manage significant assets without great assistance?


We work with clients to ensure the highest quality of life for individuals with:
  • Blindness / Visual Impariment
  • Cerebral Palsy
  • Hearing Loss
  • Down Syndrome
  • Intellectual Disability
  • Epilepsy
  • Traumatic Brain Injury

SPECIAL NEEDS PLANNING REQUIRES A TEAM

If anything from this page stays with you we hope it’s this: we can prepare the most sophisticated special needs trust imaginable. Every provision can be perfect. But the document is not worth the paper it’s written on without the right team in place.


The team must consistent of the following:
  • Trustee – Someone that will always act in the best interests of the disabled loved one. Someone who understands the changing law. Someone who can invest money wisely, profitably, and safely. Someone who prevents abuse. Someone who will be around forever!
  • Care Manager – Someone who will interact with the disabled beneficiary if not on a daily basis still quite often. Someone the disabled beneficiary trusts. Someone who knows how to care for the disabled beneficiary. Someone who will always put the well-being of the disabled beneficiary above all else. In my experience this is the most important team member.
  • Financial and Legal Professionals

Special needs trusts are likely the most important aspect of estate planning if you have a loved one with special needs.