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Special Needs Planning

What we can offer you

Special Needs Planning in Boca Raton

Someone with special needs can be defined as one who has a disability, whether it be physical, mental, emotional, or behavioral. As that person’s primary caregiver, you might worry about what would happen to them if you were no longer able to provide for them.

At The Siegel Law Group, P.A. we have helped countless families ensure their loved ones with disabilities have financial security and lead fulfilling lives.

Attorney Barry D. Siegel can counsel you throughout the Special Needs Legal Planning process. He can help you understand how to plan for your dependent’s future needs, what is necessary to protect their government benefits, and how to set up a Special Needs Trust.

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This specific type of trust, also known as a Supplemental Needs Trust, allows you to take care of your loved one financially while ensuring he or she continues to receive government benefits.

A Special Needs Trust is not meant to cover the basic necessities that government aid typically accounts for. By providing the supplemental finances and care needed on top of what the government provides, you can help your loved one maintain a higher quality of life.

Special Needs Trusts

If you are worried about providing for a family member with a disability, let us help. We can help you prepare for their future, without discounting them from important financial aid opportunities from the government, like Medicaid and Supplemental Security Income (SSI).

A Special Needs Trust can make all the difference in the life of your loved one; however, if not properly drafted with the help of an Estate Planning Lawyer, it can be invalid. Make sure your loved one will have the care he or she needs: contact us or call us at 561-955-8515. We have offices throughout South Florida to better serve you.