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Planning for the future for your family and child with special needs is an important role as parents.  This planning involves many aspects of your life −  estate planning, special needs planning, guardianship, letters of intent and disability planning – just to name a few.  So, what is involved?

 Estate Planning

Estate planning is an important aspect of planning for your family’s future, especially if you have a special needs child.  It is never too late or too early to do so.

Estate planning, simply put, is the process of planning for disability and death and how you would like for your assets to be handled during your disability and distributed upon your death.  In planning, you should consider the following:

  • Last Will and Testament
  • Probate Process
  • Tax Planning
  • Revocable Trust
  • Irrevocable Trust
  • Special Needs Trusts
  • General Durable Power of Attorney
  • Advance Directive (Healthcare Power of Attorney and Living Will)

 Special Needs Planning

Every parent of a child with special needs should consider special needs planning.  Special Needs planning is the process of planning for your child’s future by preserving public benefits that he or she may qualify for during his or her lifetime while providing your child with quality of life supplemental care. Special Needs Planning may include, but is not limited to, the following:

  • First Party Special Needs Trusts
  • Third Party Special Needs Trusts
  • Medicare Set-Aside and Personal Injury Settlements
  • Pooled Income Trusts
  • Guardianship Planning
  • SSI or SSDI Benefit Considerations
  • Medicaid Benefit Considerations
  • Letters of Intent
  • Health Care Considerations
  • Housing Options

The Law Offices of Mark B. Martin P.A. is uniquely qualified to assist you with all of your estate and special needs planning.

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