Helping Protect Loved Ones With Special Needs

If you have a child with special needs, you want to be sure that you are taking the necessary steps to ensure that your child is provided for when you pass away. The assets you wish to pass on can be used to pay for the medical care your child may need as he or she gets older.

In many cases, parents create special needs trusts to pass down these assets. In order for your special needs trust to be most effective, you need to know what to do in order to ensure that the plan you have in place does not negatively impact the potential government benefits that your child may receive. The wrong approach could threaten Supplemental Security Income or participation in the Arizona Long Term Care System (ALTCS).

At The Law Offices of Kelly J. McDonald, PLLC, in Phoenix, our lawyers help families prepare comprehensive plans for the future. We understand the concerns in these cases and will work hard to develop an approach that allows you to have the peace of mind that your loved one will have the resources he or she needs to meet future challenges.

Committed To Doing What Is Best For You

We know that these concerns can sometimes be difficult to discuss. We know how much your child depends on you for love and support, and we want to make sure that continues even after you pass away. We help with many important matters related to protecting those with special needs, including:

  • Preparing an estate plan that passes down property to help provide care for a loved one
  • Reviewing existing estate plan documents to determine if they may adversely impact any benefits that the individual may be entitled to receive
  • Assisting trustees who need to distribute assets to loved ones

These issues are important to our law firm. Our attorneys stay up to date with all of the changes being proposed regarding those with special needs. We have a keen understanding of the concerns related to public benefits that may be available, as well as the research that may lead to treatment of some of these conditions.

We take our role in these cases seriously. We do everything we can to help you make sure that your loved one will be provided for in the future in the best way possible. We take advantage of all of the options that are available so that the plan you have in place is the right one for your specific situation.

We Are Ready To Help You Find Answers

We would be happy to discuss what we can do to help you and your family prepare for the future. To schedule your free, half-hour consultation, please call our office at 480-525-5603 or send us an email using our contact form.