Special Needs Trust PLUS

Special Needs Trust

Special needs trusts all the continuation of government benefits for special needs children or grandchildren while still receiving inheritances from parents and grandparents.

Healthcare Decisions

Healthcare directives are prepared, and counsel serves as medical advocate when problems arise the family cannot resolve, including end of life decisions.

Probate of Estate

All trusts and wills are administered at the passing of a client

  Housing Options

Section counsel of housing and residential care options include:

·         Adult day services

·         Assisted living

·         Continuing care retirement communities

·         Nursing homes

·         Hospice and more

Residential contracts are reviewed with families to avoid mistakes as to deposits and related matters.

Steps
              • Meet government benefit eligibility requirements for Supplemental Security Income SSI and Medicaid
              • Create special needs trust
              • Address independence of child or adult, and need for guardianship, conservator ship
              • Calculate amount of money necessary to have in trust to carry person to end of life.