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 they will 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, drawing on our years of experience serving special needs families. We also offer our clients a distinct level of service and special needs expertise, as Sean Beck is one of only two attorneys in Idaho serving as a member of the Special Needs Alliance, an invitation-only organization of attorneys focused on 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 and asset limits. Well-meaning family members with gifts or an inheritance can create unintended consequences that lead to disqualification from benefits. We help families navigate public benefit rules so special needs individuals maintain the benefits they need to live their lives.

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 these needs look like today and well into the future. We help families identify the right tools and tactics to protect 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. Families need to plan before their special needs child’s 18th birthday to ensure they have the proper planning in place for full guardianship, limited guardianship, power of attorney, or 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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