Special Needs Planning

Protecting the Future of Family Members with Special Needs

As caregivers of special needs individuals, the thought of estate planning and providing for the future of your loved ones can be daunting. Questions of what happens when you’re no longer there to provide care, and how will they be protected can be a heavy burden to carry, but it’s not your burden to carry alone.

Advanced Legal Planning understands these concerns and is uniquely equipped to help Idahoans navigate their individual situations through our years of experience in serving special needs families.We also bring our clients a distinct level of service and knowledge in special needs through having one of only two Idaho attorneys as a member of the Special Needs Alliance; an invitation-only organization of attorneys focused disability and public benefits law.

How We Help

Special Needs Trusts: Protective planning for special needs individuals is essential in ensuring you can provide for your loved one without jeopardizing their eligibility for essential benefits like Medicaid and SSI. We help you understand how special needs trusts work, and develop the right one for your family member’s unique situation and needs.

Protecting Public Benefits: Public benefits are tied to an individual’s needs and strict income andasset limits. Well-meaning family members with gifts or an inheritance could bring detrimentalunintended consequences leading to a disqualification of benefits. We help families navigate publicbenefit rules so special needs individuals maintain the benefits that they need to live their life.

Planning for Lifelong Care: Many special needs individuals will require assistance their entire life.From medical, to financial and daily living support, families should proactively plan for what theseneeds look like today and well into the future. We help families identify the right tools and tactics toprotect their family members and ensure they have the care they need at each stage of their life.

Guardianship and Transition to Adulthood: When children with special needs reach 18, they are treated as adults, regardless of their disabilities. It’s important for families to plan ahead of their special needs child’s 18th birthday to ensure they have the proper planning in place to serve in a full guardianship, limited guardianship, power of attorney or in a supported decision-making agreement. Each special needs situation is unique. Advanced Legal Planning will help you understand your options and what guardianship structure is right for your child and your family.

Rely on Advanced Legal Planning to Protect Your Family’s Future

Advanced Legal Planning, PLLC is here for you. Contact us to discuss your special needs planning needs and learn how we’ve helped Idahoans navigate complex, and sensitive legal topics with compassion and understanding.

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