Special Needs Planning
Much More Than a Trust.
Special Needs Planning -
Building a Safety Net
Special Needs Planning comprises Third Party and First Party Special Needs Planning, both are necessary to build a safety net for individuals with special needs. Third Party Planning involves creating trusts by family or third parties to supplement government benefits while enhancing quality of life. First Party Planning is for individuals receiving significant funds, safeguarding eligibility for means-tested benefits. Both types require careful assessment and comprehensive planning to address specific needs like healthcare and education. They establish support networks, collaborating with professionals and advocating within complex systems. Regular review ensures long-term viability. These planning strategies construct a robust safety net, providing financial security and a fulfilling future for individuals with special needs.
We are here to help you do what matters.
“It is comforting to know that we are in the expert hands in the area of special needs trusts and related matters. We feel that the needs of our family are understood, protected, and given the upmost respect”
Karen R. (Special Needs Planning)