Special Needs Planning

At times an individual is in need of specialized planning. This may occur when a family member has "special needs." Special needs planning normally revolves around securing for an individual particular governmental assistance. It can be a challenge to find the right public assistance. At the same time, a family may want to provide additional resources to this special needs individual or a court may direct that this individual have a damages award secured in trust. Special needs planning can include:

    • First party special needs trusts

    • Family originated special needs trusts

    • Public assistance counseling

    • Personal care planning for a special needs individual