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Special Needs Trust and Disability Planning

special needs trust and disability planning

Children and adults with special needs, and their family members, have their own unique planning needs. Special needs individuals often receive disability income and services from the State and/or Federal government, and sometimes they also lack the ability to manage their own financial affairs.

Good special needs planning will take into account the benefits (or likely future benefits) received by the special needs individual, and the abilities of that individual to manage personal resources. The attorneys at Norton & Abert, P.C. have experience with planning for special needs individuals, whether the planning involves the disabled individual's own money, or gifts or inheritances from family members.