Select this meeting if:
You have a special needs child or loved one.
You're worried about how to provide stable financial resources for your loved one with special needs if you predecease them.
You and your spouse are getting a divorce and you have a special needs child(dren).
Your Special Needs Child receives child support that affects his or her SSI or Medicaid benefits.
A Special Needs Trust is a type of trust that can hold assets for and distribute payments to a disabled child or adult, while at the same time preventing him or her from being disqualified from receiving Supplemental Security Income (SSI) or Medicaid. Although the disabled child or adult is named as the beneficiary of the trust, the assets are not counted as his or her available resources because the assets are not within his or her control.
Even if your loved one could successfully manage an inheritance, the rules governing eligibility to receive public benefits are strict. Careful planning through estate planning can help ensure that your loved one remains financially secure even after you are no longer able to provide that protection yourself.
When you set up an appointment, we will send you a questionnaire designed to gather preliminary information about your concerns/objectives and about the nature and extent of your assets. The initial consultation meeting lasts about one hour. At that meeting, our attorneys will discuss with you your special needs planning concerns, your expectations, your goals, and any potential issue relevant to your situation. Our attorneys will give you preliminary suggestions as to how to address your concerns and either offer a specific estate planning recommendation or frame the issues you need to resolve before a plan can be structured.
After the initial meeting, you will receive an engagement proposal if you want us to prepare the documents or assist you in taking the other steps necessary to implement the plan. The majority of our estate planning work is done on a flat or set fee basis that is discussed with you at the initial meeting once we know the extent of the work involved. If you hire our firm (most do) then the consultation fee is credited to our retainer and becomes part of the flat fee when you pursue within 30 days of the consultation.
If you choose phone, the attorney will call at the specified time.