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  • Home
  • Start Here
    • Becoming a Client
    • Our Story
    • Our Approach & Values
    • Meet the Team
    • Client Testimonials
  • PROTECT MY FAMILY
    • Estate Planning
    • Wills and Trusts
    • Power of Attorney
    • Deeds & Real Estate Transfers
  • Specialized Planning
    • Minor Children
    • Special Needs Trusts
    • Asset Protection Planning
    • Irrevocable Trusts
  • Elder Care
    • Long term Care
    • Medicaid (ALTCS)
    • Guardianship
  • Probate
    • Do I Need Probate?
    • Avoiding Probate
    • Trust Administration
  • Business Planning
    • Business Formations
    • Business Succession Planning
    • Operating Agreements
    • Employment Agreements
  • Resources
    • Estate Planning Blog
      • Estate Planning
      • Elder Law
      • Probate
      • Business Succession
      • Guardianship
    • Videos & Recordings
    • Seminars & Webinars
    • Free Estate Planning Masterclass
    • Educational Library
    • Estate Planning Resources For Professional Advisors
    • FAQs
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  • Contact Us
    • Schedule Strategy Session
    • Office Locations

Category: Special Needs

Serving Clients Across Gilbert, Queen Creek, and the Surrounding Area

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Resources for Children with Developmental Disabilities
Estate Planning

Resources for Children with Developmental Disabilities

Developmental Disabilities Awareness Month (DDAM), observed annually in March, is the perfect time to highlight resources that can improve a child’s quality of life and long-term well-being.

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July 4, 2025
Removing a Trustee Due to Incapacity
Alzheimer's Disease

Removing a Trustee Due to Incapacity

A trustee plays a critical role in managing a trust. However, if they become incapacitated, prompt action is necessary to protect the trust’s assets and beneficiaries.

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May 30, 2025
Why Is Estate Planning Important?
Estate Planning

Why Is Estate Planning Important?

Managing and planning one’s estate sounds like a task reserved for the uber-rich. However, that’s a common, and potentially costly, misconception.

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May 2, 2025
What Does a Special Needs Trust Pay?
Estate Planning

What Does a Special Needs Trust Pay?

A special needs trust protects assets, while preserving eligibility for government benefits. However, spending must comply with legal guidelines to avoid jeopardizing support.

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April 21, 2025
How Does a Special Needs Trust Work?
Estate Planning

How Does a Special Needs Trust Work?

It’s common for parents of children with disabilities to worry about their childrens’ futures. However, one way they can provide support and give loved ones peace of mind is by creating a special needs trust.

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December 19, 2024
What Should You Do when a Hospitalized Sibling Is About to Receive an Inheritance?
Estate Planning

What Should You Do when a Hospitalized Sibling Is About to Receive an Inheritance?

You may need to petition the courts for guardianship or conservatorship, the terms of which vary from state to state.

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September 19, 2024
How to Plan for Beneficiaries with Disabilities
Estate Planning

How to Plan for Beneficiaries with Disabilities

Planning for disabled beneficiaries is important, not only for those beneficiaries with known disabilities but also for those who may be disabled at the time of the decedent’s death.

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June 12, 2024
Can You Support a Child with Special Needs?
Estate Planning

Can You Support a Child with Special Needs?

Families that include individuals with special needs require planning to secure their loved ones’ security in the future, both in legal and financial terms. There’s usually no expectation of the child becoming an independent adult, so careful planning is needed, as advised in the recent article “Financial Planning for Families with Disabilities” from Wealth Management. Many families neglect planning for their retirement, focusing all their resources on developing a plan for their disabled child. However, retirement and their child’s future need to be secured, which is where an estate planning attorney can help. In 2014, Congress created The Achieving a…

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May 23, 2024
Who Can Benefit from a Special Needs Plan: Crafting a Comprehensive Plan for the Future
Estate Planning

Who Can Benefit from a Special Needs Plan: Crafting a Comprehensive Plan for the Future

Whether you’re a parent with a special needs child or an adult caring for an elderly or special needs loved one, understanding the benefits of a comprehensive Special Needs Plan is crucial. Careful planning ensures that the individual with special needs has clear financial security upon your death, as well as specific goals to address the needs of your child or loved one so that they can be successful in the future. From guardianship and living arrangements to managing finances and planning for adulthood, each element of a special needs plan plays a crucial role in ensuring a secure and…

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February 23, 2024
Should You Have a Revocable Trust?
Estate Planning

Should You Have a Revocable Trust?

There is a lot of confusion out there about the difference between a revocable and an irrevocable trust.

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January 19, 2024
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Mesa, AZ 85209

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Gilbert, AZ 85296

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