Fort Myers Special Needs Planning Attorney

You’ve always been there for your disabled child or spouse. But life’s unpredictable twists raise concerns. What if?

Our mission is to remove those ‘ifs’ and ensure a stable financial base with continued government support.

How Can I Support My Child Without Jeopardizing Their Benefits?

When you leave assets directly to a child with special needs, it could easily jeopardize their eligibility for programs like Medicaid or Supplemental Security Income (SSI). These benefits have strict asset limits, and going beyond can cost your child their crucial assistance.

In estate planning, the top priority for parents with special needs loved ones is ensuring their long-term care.

The aim? Equip them with robust financial security without risking essential government support like Medicaid or Supplemental Security Income (SSI).

Join us at an upcoming Estate Planning event to get started today.

What is Included in Special Needs Planning?

Special needs planning involves making a legal plan that an individual with disabilities remains cared for throughout their life, especially after their primary caregivers or parents are no longer around.

Here are some legal tools commonly used in special needs planning:

These tools, when used properly, can create a comprehensive plan that addresses both the immediate and future needs of someone with disabilities.

Navigating Government Benefits is Exhausting

The daily care you provide your disabled loved one is a testament to your dedication. But the challenges of understanding government benefits can be testing. And you have concerns:

What’s their safety net if I’m not here?
Who will ensure their best when I can’t?
What happens when I’m not around?

Through Special Needs Planning, we’ll lay a foundation for their lifetime security while offering you the peace of mind you so rightly deserve.

Please contact us at (239) 423-7611 or attend an upcoming estate planning event to get started today.

The Benefits Of Special Needs Planning

Protecting your loved one’s government benefits is just one benefit of special needs planning.

There are many benefits, but here are a few of the main ones:

Direct Contributions Without Tax Implications

Families can contribute to the Special Needs Trust without facing gift tax issues.

Complete Control of Trust Funds Is Yours

Dictate the distribution amounts and timing while adhering to SSA and IRS guidelines.

Decide on Their Guardian

Should anything happen to you, your chosen guardian will step in. The trust ensures your choice is honored.

Enhance Their Living Standard

The special needs trust covers various needs, from education to personal care, without affecting Medicaid and SSI eligibility.

How does special needs planning benefit you as the provider? Peace of mind. Knowing there’s a plan offers emotional relief for you, siblings, and other close relatives.

Our team tailors a plan to your unique needs, ensuring uninterrupted benefits for your loved one.

Facing the Maze of Planning for Your Disabled Loved One? You’re Not Alone.

You’re not meant to walk the journey of special needs planning solo. You aim for a secure future for your loved one with special needs. Our team knows trust regulations and can guide you. Through special needs planning we help build that protection, offering you peace of mind.

Your vision for their future is our mission.

Call us at (239) 423-7611 or attend an estate planning event to get started today.