Why Us for Special Needs Planning
- Experienced Special Needs Planning Attorneys – Years of legal expertise in estate and disability planning.
- Tailored Legal Strategies – Personalized plans based on your family's unique circumstances.
- Comprehensive Guidance – Covering special needs trusts and government benefits planning.
- Serving Northeastern Pennsylvania – Trusted legal advisors in Scranton, Wilkes-Barre, Hazleton, and beyond.
1. Special Needs Trusts (SNTs) – Protecting Assets While Preserving Benefits: A Special Needs Trust (SNT) allows individuals with disabilities to receive financial support without jeopardizing eligibility for Medicaid, SSI, and other government programs.
- First-Party Special Needs Trusts – Funded with the individual’s own assets (e.g., inheritance, lawsuit settlement).
- Third-Party Special Needs Trusts – Created by parents or relatives to provide long-term financial security.
- Pooled Trusts – Managed by nonprofit organizations for the benefit of multiple individuals with disabilities.
- Trust Administration Support – Ensuring proper management of SNTs to maintain compliance with benefit rules.
2. Government Benefits Planning – Maximizing Financial Assistance: Individuals with disabilities often rely on government assistance programs. Proper legal planning ensures continued eligibility for:
- Medicaid & Supplemental Security Income (SSI) – Structuring assets to maintain benefits.
- Social Security Disability Insurance (SSDI) – Assistance in qualifying for and maintaining disability benefits.
- ABLE Accounts – Tax-advantaged savings accounts for individuals with disabilities.
- Medicare & Other Public Assistance Programs – Guidance on healthcare and long-term care options.
3. Care Directives & Future Planning – Ensuring Long-Term Stability: A comprehensive special needs plan ensures that your loved one is cared for in the future. We assist with:
- Letter of Intent – A personalized guide for future caregivers outlining medical, financial, and personal care preferences.
- Healthcare Directives – Ensuring medical decisions align with your loved one’s best interests.
- Financial Planning & Asset Protection – Structuring investments, life insurance, and real estate to provide long-term security.
- Life Care Planning – Coordinating resources to provide lifetime support.
