Anderson Elder Law

  • Elder Law
  • Estate Planning
  • Special Needs Planning
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Phone: 610-566-4700
Fax: 610-566-4702

Special Needs Planning

We know the importance of protecting and planning for individuals with special needs. However, you may find yourself confused by the options available to secure a stable financial future if you or a loved one is living with a disability.

You may be wondering:

  • Should I disinherit my disabled child so I do not interfere with his or her public benefits?
  • What is the difference between SSI and SSDI, and what are the eligibility criteria?
  • What public benefits are available for disabled children and adults?
  • How will an inheritance, a gift, or a lawsuit settlement affect eligibility for public benefits?
  • What kinds of special needs trusts are available?
  • What are the responsibilities of the trustee of a special needs trust?
  • What is a pooled trust?
  • How do we pick trustees to help administer these complex trusts?

If you are interested in setting up a special needs trust for a disabled child or grandchild, we will begin the process of 3rd Party Special Needs Trust planning, which will allow your loved one to receive inheritance and protect their assets while continuing to receive important public benefits.

On the other hand, a 1st Party Special Needs Trust may be necessary if you have been disabled by an unexpected illness or injury. In both of these situations, we have the expertise to insure that you protect the assets you may have from litigation proceeds, inheritance, gifts, or public benefits.

Financial and legal planning for disabled individuals in both 1st and 3rd party cases is an essential process which cannot be overlooked, and we are here to help.

Special Needs Alliance

Linda Anderson is one of four attorneys in the state of Pennsylvania who are members of the Special Needs Alliance, and the only such attorney in Eastern PA. The Special Needs Alliance recognizes attorneys with the most credentials in aiding families with public benefits and disability law for special needs individuals. As well as having extensive legal experience in the field, Linda is very familiar with the non-legal resources, networks, and aid available to individuals with disabilities and their families.

You can find more information and resources on the Special Needs Alliance website.