Special Needs Planning

Happiness has many roots, but none more important than security.

Unique planning may be necessary in order to properly provide for a loved one with a disability or special needs. Families who want to provide for a loved one with special needs should be aware of the financial consequences and impact that the receipt of assets may have on an individual who is receiving or may receive state or federal benefits. The Rohde Law Group works with families who have loved ones with special needs to ensure that their loved one is adequately provided for without jeopardizing the receipt of public benefits.

A Special Needs Trust is a planning tool that allows families to set aside funds for a loved one with a disability, without jeopardizing his or her eligibility for programs like Supplemental Security Income (SSI) and Medicaid. Our staff will address the different types of Special Needs Trusts with the family to ensure that the proper plan is utilized to accomplish the family’s goals. We will also provide guidance to families with the administration of the Special Needs Trust to help the family maintain state and federal benefits for their loved one with special needs.

The type of special needs trust that is created can be crucial to the estate plan of the individual providing for his or her loved one with special needs, as well as to the estate plan of the individual with special needs.

Although Special Needs Planning is complex and sometimes overwhelming, the Rohde Law Group will take the time to understand your family’s goals and your loved one’s needs to create a plan that will allow you to provide for your loved ones with disabilities.

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