SPECIAL NEEDS PLANNING
One of the most important aspects of special needs planning is protecting your loved one's eligibility for necessary government benefits while also establishing a source of funds to meet their supplemental needs for their life time.
Special needs planning can include various estate documents such a Trust, a Will, an insurance policy as well as a petition to a court for guardianship appointment (Article 81 or Article 17a).
One of the most important aspects of special needs planning is protecting your loved one's eligibility for necessary government benefits while also establishing a source of funds to meet their supplemental needs for their life time.
Special needs planning can include various estate documents such a Trust, a Will, an insurance policy as well as a petition to a court for guardianship appointment (Article 81 or Article 17a).