This center was formed specifically to work with families who have children with special needs. The firm was created out of the need for a comprehensive planning service which would assist families in coordinating their legal and financial planning with the intent of preserving government benefits such as Social Security.
The planning process begins with a complete review of your dependent’s needs, future care plans, assessment of government benefit eligibility, and finally a review of your family’s current financial and legal plans. Critical areas that must be addressed are:
1. Government benefit eligibility requirements for Supplemental Security Income SSI and Medicaid
2. Types of special needs trusts and knowing which are right for you
3. Guardianship, Conservatorship and Client Self-Determination and Empowerment Issues
4. Appropriate funding vehicles – including life insurance, to help guarantee your child’s future quality of life. Contact Heath Burch or Scott Adams.