Special Needs Planning
Planning for persons with disabilities is usually referred to as “special needs planning”. At Thompson Wildhack, PLC we have significant experience in guardianship matters, trusts and other planning options for clients who might want to protect the assets of a family member with a disability or their inheritance, and ensuring that a beneficiary remains eligible for public benefits. Additionally, we provide guidance and expertise when the disabled individual is expected to receive a settlement, inheritance, or payments under a divorce or property settlement agreement.
Common public benefits that need to be protected include:
- Social Security, Social Security Disability, and Supplemental Security Income (SSI)
- Civil Service and Military Survivor Benefits
- Housing Choice Voucher Programs (“Section 8”)
Kelly Thompson is a frequent speaker at local area programs to parents who have special needs children, and teaches several Continuing Education classes for lawyers on special needs planning.
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