Special Needs Planning

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Estate planning for families who have a loved one with a disability or special needs can present various challenges. Whether you are looking to secure federal or state based benefits, arrange for long term care or to ensure that you do not otherwise disinherit a loved one, DJ Legal Group can help you plan for the future needs of your family. Individuals with special needs are often the recipients of government-based benefits such as SSI and Medicaid but may jeopardize those benefits when they receive a sizable inheritance or settlement. DJ Legal Group can help customize an estate plan, using a variety of tools, to provide for long term care and financial stability.

DJ Legal Group specializes in all aspects of Special Needs Planning and can assist with any of following:

- Personal Services Contracts

- Qualified Income Trusts

- Pooled Special Needs Trusts

- Special Needs Trusts

- Irrevocable Family Trusts

- Settlement Protection Trusts

- Payback Agreements

Contact us for more information on how to identify your short and long term needs and to schedule a meeting to tailor an estate plan and trust that meets your needs. We are here to help.