Special needs planning
Planning for a loved one with special needs comes with unique challenges—and often, more questions than answers. At Anderson Elder Law, we help families navigate this complex process with clarity, compassion, and experience.
Special needs planning involves making thoughtful decisions about your loved one’s future care and financial well-being. Key considerations include choosing a primary caregiver, selecting a trustee to manage assets, and ensuring that any financial support enhances quality of life without jeopardizing essential benefits.
It’s also important to coordinate your overall estate plan—balancing gifts to other family members, managing potential tax implications, and aligning your financial strategies with long-term care needs. These are all elements of traditional estate planning, but with a special needs family member, they require even more care and customization.
In addition to legal documents, we encourage families to create a Letter of Intent. This personal, non-legal document provides future caregivers with detailed guidance about your loved one’s daily needs, preferences, and routines—ensuring continuity and peace of mind.
As proud members of the Special Needs Alliance, we stay current on best practices and public policy developments in this area of law. No matter where you are in the planning process, we’re here to help you create a plan that protects your loved one and empowers your family’s future.
When you find yourself overwhelmed, it can be challenging to determine where to begin. The key is to focus on doing what really matters most. To help you get started, we have broken down the process of reaching out to us and then completing your legal work into manageable steps, providing guidance every step of the way.
Get started by filling out our form and a Customer Service Coordinator will contact you.