Special Needs Planning

We will work with you through the maze of legal and financial complexities surrounding planning for the future of dependents with special needs.

Special needs planning is a critically important form of estate planning that helps to ensure the safety and well-being of loved ones with disabilities. It is designed to provide families and rightsholders access to resources, financial security, medical care, and other essential services.

With special needs planning, parents can create plans to protect their children if they become incapacitated or pass away. The process involves the creation of legal documents, such as trusts, wills, and guardianship agreements.

We will work with you through the maze of legal and financial complexities surrounding planning for the future of dependents with special needs.

Why Special Needs Planning?

Ensure Your Child Is in Safe Hands

Not everyone can provide the same level of care and support to a special needs child. Therefore, special needs planning allows you to designate guardians and trustees to manage your child’s finances, health care decisions, and other life matters. This guarantees that your child’s best interests are taken care of.

Legal Protection

Whether it’s lawsuits or debt collection, you want to ensure your child is legally protected. With special needs planning, you can create legal documents that prevent creditors from accessing funds intended for the care and support of your child.

Safeguard Your Child's Financial Interests

There are several government benefits available to special needs children, such as Supplemental Security Income (SSI) and Medicaid. However, accessing these benefits can be challenging, especially if you do not have the necessary legal documents. That’s why you need a professional to help you through the process.

How to Go About It

Having an experienced estate planning attorney to guide you through the process is essential in creating a sound special needs plan. It’s important to be aware of all your options and resources available. We provide comprehensive special needs planning services to ensure that your child’s best interests are taken care of for years to come.

We’ve been working with Ben and his team at Barnum Financial group since January 2020. They helped us consolidate our retirement assets and has been providing us with guidance and information related to various financial topics including Long Term Care coverage, social security, and pensions. When needed, Ben also has referred us to other financial professionals who can assist with topics such as tax preparation. We have been very satisfied with Ben and all of the help he and his team have provided to us that we have sent several of our friends to him over the years.

David and Erica McKenzie

David and Erica McKenzie are current clients and were not compensated for their testimonial. Their testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.