Key options for special needs planning

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Key options for special needs planning

If you have a loved one who has a disability, then you’ll want to plan effectively for their future. A range of possible strategies are available, and these include…

  • Giving another individual the power to act on their behalf through a Guardianship or Conservatorship.
  • Planning for their medical treatment and care, housing and education needs, and the like, when undertaking your own General Estate Planning or Will creation.
  • Establishing a financial provision for that loved one, without creating a tax burden. This can be dealt with through Special Needs (D4A) and Pooled Trusts actions.

If you would like to discuss such options for your specific Special Needs circumstances, please talk to an estate planning attorney here at Meurer Law Offices in Denver.