Special Needs Planning

A full array of services which include special needs trusts and establishing guardianships for individuals with developmental disabilities.

Special Needs Planning

Estate planning for a loved one with a disability requires a specialized approach to ensure that there are assets to care for them after you pass away. Additionally, these assets should be managed in a manner that will not cause your loved one to become ineligible for government benefits to which they may be entitled. The firm provides a full array of services which include special needs trusts and establishing guardianships for individuals with developmental disabilities.

Thank you so much for your patient professionalism...

in helping walk us through the process of developing our trust. You are a very pleasant person to work with and I'm delighted to recommend you after our experience with your firm. We are anxious to recommend you and look forward to doing business with you again as we amend our agreement and consider future business ventures.

S.B. and E.B

Thank you for helping us...

figure out life logistics in the least painful way possible. We dreaded dealing with our estate plan, which you made an enjoyable experience. We especially appreciated the touch of humanity you brought into meetings, phone calls and emails.

G and B

You made a seemingly daunting task pleasurable

I just wanted to take a moment and thank you. Thank you for doing a great job preparing my will and Trust. You made a seemingly daunting task pleasurable. I had been meaning to get this goal accomplished for a long time and I am glad that I selected you to finally complete it. I appreciate your knowledge, wisdom and expertise.

RG, Royal Oak, Michigan