Special-Needs Planning

Family members with disabilities have “special needs” and are therefore entitled to State and Federal assistance. Their assistance can be jeopardized, however, if at any point they acquire assets that exceed the maximum amount established by law. A variety of special- and/or supplemental-needs trusts can provide funds that enhance quality of life for disabled individuals without reducing or eliminating access to government benefits. At McDowall Cotter, we specialize in estate planning that provides for disabled family members throughout their lives.