Special Needs Planning & Trusts

Maryland Special Needs Planning & Trusts Practice by Pathfinder Law Group

If you have someone in your life with special needs, you know that they must be treated with care, compassion, and respect.

But you also know that there are certain areas - including legal ones - that are very tricky when you are helping someone with special needs. If you want to provide only the very best care, you need legal experts who can address any situation with clear eyes, true understanding of the circumstances, and a plan to move forward with the best interest of your loved one with special needs at heart.

What is Special Needs Planning?

Special needs planning is a unique opportunity for parents who have disabled children to coordinate their future. Special needs trusts are specifically designed to allow your special needs loved one to have access to funds and property, while also receiving essential government benefits. Special needs planning, which may include using trusts, protect the benefits that a special needs loved one requires to live a healthy and happy life.

Special needs planning is not only important, it is vital. Without the right plan that truly addresses the wants and needs and desires of someone with special needs, legal ambiguity can create serious stress and even danger.

Special needs planning should be handled by experts who know the ins and outs of the law and also treat every client with true consideration, compassion, and care. That is what you will get with the PathFinder Law Group. We understand just how important this intricate area of law is and we will strive to ensure you only receive the very best.

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Why is Special Needs Planning beneficial?

Special needs planning ensures the future of your special needs loved one and gives you the peace of mind that they will be taken care of. We design special needs trusts to protect your loved one and provide them with a secure future. Special needs planning is essential for anyone who needs money managed for them while they are receiving government benefits.

Our team assists you in navigating the complex legal situations that arise when caring for a loved one with special needs including:

  • Supplemental Needs Trust
  • Special Needs Trust
  • D(4)(A) Trust
  • Supplemental Security Income and Medicaid needs
  • Estate planning
  • Supplemental Assistance
  • Residential Care
  • Inheritance or Gifts

When should I visit a Special Needs Planning attorney?

Far too many people do not plan ahead and do not lay the groundwork that is needed for their family member, friend, or loved one with special needs. When this is avoided or ignored, a situation can cascade into chaos.

Someone with special needs cannot care for themselves like many others. Therefore, it is up to you to find the right experts to create a proper plan. The truth is that it is never too early to meet with a special needs planning attorney.

If you have a loved one with special needs, we encourage you to speak with a special needs law attorney so they can guide you to the best solutions.

Here are just a few examples of times you should consult with your special needs law attorney:

  • You want to leave funds for your special needs child, but do not want your child to lose important government benefits.
  • You want to provide a sound, financial future for your special needs child.
  • You want to make sure specific care plan to care for your special needs child.
  • Your loved one with special needs has plans and desires that require planning, especially if you will not be around to help them meet their goals.

PathFinder Law Group Estate Planning Attorneys in Baltimore, Maryland are experienced Maryland Attorneys for Special Needs Planning who can help you to give your family member with special needs the best odds at a successful, happy, healthy life. This is not the sort of task that you should procrastinate about. This is also not the sort of task that you should give to just anyone. You can trust PathFinder to get the job done and you can be assured that the person in your life with special needs will be cared for. Contact PathFinder Law Group or call us at (443) 579-4529 to assist you in Special Needs issues and all your Estate Planning needs.

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Special Needs Planning & Trusts F.A.Q.

What is a special needs trust? Special needs trusts are specifically designed to allow your special needs loved one to have funds and property available for them, while also receiving essential government benefits.

What is special needs planning? Special needs planning looks to your special needs loved one's future to help try to define what an impactful and purposeful like will look like for them and what you can do to try to support that for them. This may include using special needs trust with other vehicles to determine the best course of action and plan for your loved one.

What is a trust? A trust can minimize taxes and maximizes benefits for the person entitled to receive from it, while also providing protection of those assets. Trusts can be a great way to protect and distribute wealth to specific individuals. A trust can be created during a person's lifetime or can be created upon their death. Typically, the assets held in a trust avoid the probate process.

What is an estate plan? An estate plan designates how your assets will be distributed after death with the idea to minimize taxes and protect your assets, outlines how you would like to receive care as you grow older, and who can make decisions for you on your behalf.

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