Special Needs Planning

Resources

Special Needs Planning

Special Needs Trusts

A Special Needs Trust can be an important tool for a disabled individual who is, or may become eligible, for Supplemental Security Income or Medicaid but has excess assets preventing eligibility. Supplemental Security Income (SSI) is the Social Security program that grants income to people who are age 65 or older, blind or disabled with limited income and assets.

Legal Planning for Living with a Chronic Medical Condition

In 1900, most people died younger from communicable diseases and after relatively short illnesses. Today, we are more likely to die older from one or more chronic conditions and after an extended period of illness. The decisions involved with planning for disability associated with chronic conditions can be difficult to make. Recognizing that developing a plan is the goal and that plans can (and should) be revised over time may help you assume a proactive role when it comes to legal matters. Click here to read an article, written by Janna Dutton, Certified Elder Law Attorney, regarding this important topic.

10 Costly Mistakes to Avoid When Planning for a Loved One with Special Needs

Attorney Kathryn Casey is a member of the Academy of Special Needs Planners. She has the experience, knowledge, and compassion needed to assist you in planning for your loved one.

Brochure on Guardianship

This brochure contains general information on the topic of guardianship. Click here to download the publication.

Healthcare Communication Board for Medical, Physical, and Emotional Information

For people who are unable to speak, this tool will assist with communication. Click here to download the publication.


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