Special Needs Trusts protect persons with disabilities from loss of benefits and allows enough resources to help them live with dignity. Current rules prohibiting special needs children from owning assets in excess of $2,000 prevent you from leaving your assets to help them live productive, dignified lives. A special needs trust allows you to leave as much as you like for their benefit, without jepoardizing their public benefits.

Our mission with special needs planning is to carefully design the right plan that will comply with the government regulations that allow your child access to funds without losing their public assistance. Just any old trust won't work - this type of planning takes the right resources and experience. Our mission is to free you from the fear and uncertainty you might have about your special needs child's financial future, and help you protect that child for the rest of his or her life.

If you have a special needs situation in your family, click here to contact us today.