Practice Areas

Special Needs Planning

Special Needs Planning

It is common for families to have a family member who has a disability or special needs. While the government provides financial assistance through programs such as Medicaid, Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI), it is rarely sufficient to meet all of the needs of the disabled. Special needs planning, and specifically, a special needs trust is a crucial legal tool which holds assets to care for and protect the elderly and persons with disabilities while allowing them to continue to receive their government benefits. Failure to plan for a disabled family member could jeopardize his/her government benefits. There are numerous advantages to special needs planning and the use of a special needs trust including:

  • preserving eligibility for government benefits;
  • providing funds to pay for “extras,” (e.g., homes, automobiles and prescription drugs);
  • protecting a case settlement from being immediately depleted due to the high cost of health care;
  • keeping assets within the family; and
  • giving family members much needed peace of mind by providing funds to care for their loved ones who may not be able to care for themselves.

The Law Office of Sarah L. Golombek, LLC is here to assist you in planning for your loved one with special needs in order to provide them with the quality of life they deserve. Such assistance includes:

  • Applying and qualifying for SSI and/or SSDI benefits for a person with disabilities
  • Applying and qualifying for Medicaid for a person with disabilities
  • Providing for a person with special needs in your Will
  • Applying for Guardianship
  • Setting up a Special Needs Trust
  • Counseling regarding the need for a Medicare Set-Aside Trust (see Glossary for Definition)
  • Advising you regarding long term care and asset preservation and protection planning for loved ones with disabilities
  • Asset protection plans
  • Family trusts and agreements
  • Family care agreements
  • Durable powers of attorney
  • Health care proxies and living wills

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Call (720) 305-9900 or fill out the Online Contact Form to schedule a free, no obligation consultation.