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Special Needs Planning

We work with both persons with disabilities and family members of persons with disabilities in planning to preserve the disabled person's eligibility for government benefits, such as Social Security and Medicaid. Our special needs planning practice includes the drafting of Special Needs Trusts, such as Irrevocable Third-Party Supplemental Needs Trusts and Self-Settled Special Needs Trusts. We also offer advice about the funding of pooled trusts. In preparing an estate plan, we pay careful attention to the disabled individual’s future needs and the family’s objectives to ensure appropriate lifetime care.

Recent engagements include: