If you have a family member who is disabled or incapacitated in some way, it may be very important for you to do all you can to ensure his or her continued care and support. Many estate planning tools and other documents are suited to this purpose, and at Friedman & Downey, P.C., we make special needs planning a focus of our practice.
Estate planning lawyers at our firm have more than 50 years of combined experience in practice and extensive, specific qualifications related to government benefits, taxation and insurance issues. We engage closely with clients in the Birmingham area and throughout Alabama to draft wills and trusts of all types, from basic documents to the most sophisticated instruments addressing highly specific objectives for asset distribution.
Dedicated to Protecting Benefits, Financial Resources and Quality of Life
We recognize that your objectives concerning ongoing care, financial resources and quality of life for a loved one with special needs may include:
- Establishment of a guardianship now and appointment of a guardian you trust should you pass away or become incapacitated yourself
- Ensuring your loved one receives all the Medicare, Medicaid, Social Security Disability Insurance (SSDI), Supplemental Security Income (SSI) and other government benefits to which he or she is entitled, and protecting access to those benefits as well as the inheritance you intend to pass on
- Advance planning for medical and care needs likely to increase in the future, including an eventual need for costly nursing home residence or full-time attendance by a health care professional
Contact Skilled Gadsden and Anniston Area Supplemental Needs Trust Attorneys
A properly drafted estate planning instrument such as a supplemental trust or special needs trust can make money available to fill gaps in what government benefits provide, while preserving those assets across the longest possible time horizon.
Our Birmingham special needs trust attorneys' experience and commitment to fully understanding client needs enables us to identify and execute the most beneficial solutions for you as a parent protecting a child's future, have a parent with Alzheimer's disease, or want to provide for any other loved one. To arrange a consultation, please call or e-mail our firm.
