Tel: (781) 288-4100

Special Needs Planning

Safeguard Assets & Ensure Future Care

In families where loved ones are not able to work or have long-term health care needs, planning for the future is essential.  How assets are left after your death can have a tremendous impact on the quality of life for a disabled or special needs relative. Comprehensive special needs planning addresses the financial, legal, and medical needs your family member will need, so you can be assured he or she will be provided for.

We also help disabled individuals (and their families) when they inherit assets and apply for public benefits by doing the following:

  • Create estate plans for family members who want to preserve assets for disabled children in the future
  • Establish self-settled trusts (d4A) for disabled individuals
  • Set up pooled trust accounts for disabled individuals over age 64 or those who do not have a trustee for a self-settled trust
  • Apply for public benefits for disabled individuals
  • Maintain oversight to ensure future care

Let Us Help You

Call (781) 288-4100 or submit the form below

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