Special Needs Planning
Special Needs Planning helps those with severe, chronic, or persistent disabilities to get the benefits or assistance that they need. We do this through Supplemental Security Income (SSI), Social Security Disability, Medicare, Medicaid, vocational rehabilitation, subsidized housing, and other benefits based upon the client’s need. As best as possible, we plan so that these benefits merely supplement the special needs beneficiary’s other resources without impairing, diminishing, or disqualifying the beneficiary from the benefits he or she may otherwise be eligible or which he or she may be receiving.
Special Needs Planning is planning through financial management, the creation of trusts and trust management plans, and/or the creation of health care and financial decision making authorizations.