Special Needs Planning

The DiGiorgio Law Firm, PLLC strives to make a difference in the lives of People with Disabilities. Special Needs Planning encompasses the holistic planning needs of an individual with a disability. It includes both decision making for the individual with a disability either through the use of a Durable Power of Attorney and Health Care Proxy or through a Guardianship. It also includes estate and benefit planning for the individual, often through the use of a Supplemental Needs Trust, also called a Special Needs Trust (“SNT”), which The trust is governed by state and federal law and is created in accordance with state and federal law so that it does not affect the trust beneficiary’s ability to receive government benefits such as Medicaid or Social Security Income. In addition, we can assist with the application for Medicaid benefits and advocacy before other government agencies.

Planning for the care and well-being of an individual with a disability requires special knowledge of estate planning rules, guardianship laws and government benefits. If you are a person with a disability or have a person with a disability in your life, contact us for a consultation to develop an individualized estate and long term care plan which best fits your needs.

 

Services

  • Guardianship
  • Benefits counseling
  • Estate Planning, including use and drafting of Supplemental Needs Trusts
  • Medicaid application and advocacy
  • Advocacy with government and not-for-profit agencies