Special Needs Planning
Estate Planning for Special Needs
estate planning process can include making provisions for family members with special needs. We
at Jackson Law can serve you in matters related to carefully arranging
you affairs so that those you love are cared for properly upon your death.
At our firm, our team of probate and estate planning attorneys have 30
years of combined legal experience in estate planning. We are dedicated
to helping our clients with a range of legal matters, including estate
planning for family members who have special needs due to mental or physical
incapacitation. Our Orlando estate planning lawyers can help you establish
the correct form of special needs trust so that your loved one is cared
for with adequate finances and personal, compassionate care, and does
not lose eligibility for Medicaid or other government benefits.
Special Needs Trusts
A special needs trust allows you to transfer assets into a trust to gain
or retain eligibility for government benefits, including Medicaid, Veterans
or Social Security Disability benefits. How these trusts are created is
of great importance so that there are no unresolved issues that could
create problems in caring for your loved one upon your death. Those who
may need this care in the future include a disabled child who is currently
receiving benefits and is an heir to your estate; a disabled adult who
is currently being cared for in a skilled nursing facility who is a beneficiary
of your estate; or a child who is being cared for in a skilled nursing facility.
When the disability is the result of negligence, and a settlement or verdict
has awarded funds to the injured, a special needs trust can be established
so that those funds are protected and the individual does not lose access
to government benefits. Without the correct planning, an inheritance could
make the family member ineligible for government benefits. The trust that
is created must address all of these matters correctly so no problems
arise in the future regarding continued access to these benefits. The
drafting of a special needs trust requires skill and a full understanding
of the impact of state and federal law when benefits are being received
or are being sought for a family member with special needs.
Contact Jackson Law
All of the legal issues surrounding ensuring that your loved one is cared
should you pass away can be managed by our Orlando estate planning attorney.
We will work carefully in collaboration with you to make arrangements
that protect your loved one in the future.
Contact us to discuss your situation and we can advise you about how to proceed to