Phoenix Estate Planning Attorneys
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Phoenix Special Needs Planning Lawyer

Caring for Phoenix Families - Call (602) 900-9860

If you are the caregiver for a loved one with special needs, you may be wondering how he or she will be taken care of in the event you are no longer able to do so. At Taylor & Lihn, PLLC, our estate planning attorneys in Phoenix handle special needs planning matters. We recognize that this can be a complicated and emotionally-driven legal field to navigate through. This is why we ensure every one of our clients is provided with compassionate support and individualized counsel from start to finish.

Why trust us with your planning matters:

  • 30 years of experience
  • History of happy clients
  • Devoted & passionate counsel
  • Close attorney-client relationships

It is never too late to begin planning for the future! Call our firm at (602) 900-9860 to request your case evaluation.

Providing Helpful Counsel You Can Rely On

While there is the option of providing for you loved one money and assets, this may actually disqualify them from receiving benefits under Supplemental Security Income (SSI) and Medicaid (AHCCCS and ALTCS). These programs only cover bare essentials and will usually not cover all of the resources you would like your loved one to have for an improved life. The "Special Needs" or "Supplemental Needs" Trust (SNT) solves this discrepancy by allowing you to place money and assets into a trust, and this does not disqualify your loved one from receiving public benefits.

By establishing a special needs trust, you can ensure that your loved one is taken care of in the event that you become unable to provide consistent care.

Funds in a special needs trust can be used for, among other things:

  • Specialized medical equipment not covered by Medicaid
  • Annual check-ups
  • Special dietary needs
  • Attendance of religious services
  • Transportation
  • Vehicle adaptations for accessibility
  • Supplemental education and tutoring

As long as your trust meets the requirements, your loved one can still receive the best of both worlds and have the things he or she needs for a higher quality of life. The trust we draw up must be designed to supplement the public benefits and not replace them. This way, your loved still gets help from the government (the food, shelter, and clothing), and still can receive funds for the other extraneous things you would like your loved one to receive.

Learn More Today by Calling (602) 900-9860

Don't leave your loved ones without the resources they need. SNTs are a critical component of your estate planning if you have any disabled beneficiaries. Our team of Phoenix estate planning attorneys at Taylor & Lihn, PLLC is backed by 30 years of experience, and can help you come up with a properly designed plan to protect your loved one with special needs now and in the future.

Call us at (602) 900-9860 for your case review.

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