Families caring for a loved one with special needs experience challenges as varied as the types of special needs themselves. Nonetheless, each faces a shared reality: the savings or life insurance proceeds you intend to provide for your child with special needs after your death or disability can cause your child to lose their disability payments, health care, and support services. 

I can help prevent this, ensuring your loved one can keep their public benefits while your assets supplement and improve their care for years. This relief, knowing that your loved one's needs are secured, is invaluable. However, it takes more than essential estate planning to create a plan for an individual with special needs. My goal is to use my comprehensive legal training to help maximize your loved one's public benefits, preserve family resources, and enable all family members to live their best lives.

Special Needs Planning Requires Substantial Knowledge Beyond What An Ordinary Estate Planning Attorney Provides

Each public benefits program, such as Social Security, Medicaid, and Housing Assistance, has specific eligibility requirements and asset limits that are difficult to understand without the proper training. A seemingly helpful change in the life of your loved one with special needs, such as getting a job at a local grocery store or getting financial help from their grandparents, can result in the loss of their eligibility to receive much-needed benefits for months or even years.

Thankfully, several estate planning tools help individuals with special needs and their families live meaningful and comfortable lives without needing to sacrifice their needs or their families' best intentions. I help you understand these options and evaluate all the legal tools available to find the best methods for protecting your assets while ensuring your loved one with special needs continues receiving excellent care.

Ultimately, we create a plan that meets your family's unique needs and circumstances and helps your loved one foster their independence while always having the best possible support so they can live their life to the fullest. This comprehensive planning provides a peace of mind that is priceless.

Supporting Your Family Every Step of The Way

You are not alone in this journey. I am here to provide ongoing support and guidance.

Imagining a future where you aren't there to care for your child with special needs can be difficult. I gently guide families in preparing for the realities of death and disability with clear eyes and an open heart. 

I understand that your loved one is everything to you, and it is of the utmost importance to ensure that they have the care and support they need throughout their lives.

To make the planning process as easy as possible, I help you set up your core estate planning foundations and then incorporate the Special Needs Planning tools that best serve your loved one and their future caregivers. 

In addition, I work with you and your family to ensure that everyone involved in your loved one's care knows their role and can count on my office for support in understanding how best to serve as your loved one's Guardian, Trustee, or Power of Attorney. 

Finally, I review your plan at least every three years to ensure it is up to date with life's changes such as changes in laws, family dynamics, or health conditions, and will always work for you and your family.

I embrace empowering individuals with special needs to live their best lives. I am honored to join in solidarity with the special needs community to serve that goal. 

If you're ready to create an estate plan tailored to your family dynamics and needs, schedule your free 15-minute call to learn more. I can't wait to serve you and the ones you love.

Contact Hartmann Law Today

If you have questions about special needs planning, contact our office to speak to an estate planning attorney.

Take steps to start your Life and Legacy planning today!  Take action to ensure your voice is heard when you are unable to speak for yourself.  Make the decision to protect yourself, your loved ones, your business, your property. 

Schedule a call today with Hartmann Law.

Hartmann Law provides Life and Legacy plans ready for today with an eye on the future.

YOUR CHOICES.  OUR GUIDANCE.

Life and Legacy Plans created by design and not by default!