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Let’s explore the role of a Minnesota special needs planning attorney, the benefits of working with one, and what estate planning tools are available for families with disabled children or adults.
Contact Safe Harbor Estate Law in St. Paul today to schedule a strategy session.
A special needs planning attorney is an attorney who specializes in the unique legal and financial needs of individuals with disabilities. We work with families to create estate plans and trust funds that protect a loved one’s government benefits, provide for their ongoing care needs with medical assistance and ensure their financial security.
We are also well-versed in disability laws, including those surrounding supplemental social security income like Social Security Disability (SSD) and Supplemental Security Income (SSI), and can help families navigate these complex systems.
Working with a special needs planning attorney has many benefits.
First and foremost, they have the expertise to create a comprehensive plan that addresses your loved one’s needs, both now and in the future. They can also help you navigate the complex rules and regulations surrounding government assistance and ensure your loved one’s eligibility is not jeopardized.
Additionally, they can help you with planning for your special needs child, including setting up special needs trusts and other financial tools that can provide for their care for years to come.
When choosing a special needs planning attorney in Minnesota, there are several factors to consider:
One of the key tools that a special needs planning attorney may use is a special needs trust. This type of trust is specifically designed to provide for the ongoing care and support of individuals with disabilities without jeopardizing their eligibility for government benefits.
Special needs trusts provide asset protection and can be used to pay for various expenses, including medical care, housing, transportation, and other daily living expenses. They can also be used to provide for the long-term financial security of your loved one, ensuring that they have the resources they need to thrive for years to come.
In addition to special needs trusts, there are various other tools a special needs planning attorney may use to create a comprehensive plan for your loved one. These may include:
If you’re interested in creating a comprehensive plan for family members with special needs, the first step is to find a qualified special needs planning attorney in Minnesota. Schedule a consultation to discuss your loved one’s unique needs and circumstances and learn more about the tools and strategies available to you.
During the consultation, the attorney will ask you questions about your loved one’s medical and financial situation and their future goals and aspirations. They will then use this information to create a customized plan that addresses your loved one’s needs.
Once your plan is in place, it’s important to review it regularly to ensure that it continues to meet your loved one’s needs. As your loved one’s situation changes, their plan may need to be updated to reflect those changes. By working with a qualified special needs planning attorney, you can rest assured that your loved one’s future is in good hands.
Planning for the future of a disabled loved one can be overwhelming, but it’s important to take action now to ensure their ongoing care and financial security.
Working with a Minnesota special needs planning attorney at Safe Harbor Estate Law, you can create a comprehensive plan that protects your loved one’s benefits, provides for their care needs, and ensures their long-term financial stability. With the right plan in place, you can rest assured that your loved one will be well taken care of for years.
Contact us today to get started.
A special needs trust is specifically designed to provide for the ongoing care and support of an individual with disabilities, while a regular trust may be used for various purposes.
Additionally, special needs trusts are designed to ensure that a loved one’s eligibility for government benefits is not jeopardized.
No. Special needs planning can be tailored to fit any budget. Even if you don’t have a lot of money to set aside, many tools and strategies can be used to ensure your loved one’s ongoing care and financial security.
It’s a good idea to review your loved one’s special needs plan on a regular basis, such as once a year or whenever there are significant changes in their situation. This will ensure that the plan continues to meet their changing needs.
While it is possible to create a special needs plan on your own, working with an experienced special needs planning attorney is strongly recommended. An attorney can help you navigate the complex legal and financial issues involved and can ensure that your loved one’s plan is comprehensive and effective.
Every person at Safe Harbor Estate and Elder Law is helpful and professional, while being friendly and putting you at ease. They know that this is not an every day event for people, and that clients may be uncomfortable. Everyone there does everything they can to make the process easy and smooth sailing. Margaret and her team genuinely want to protect
Safe Harbor Estate Law first worked with me in 2017 to complete my Living Will and Estate Plan. They were very thorough and everything went smoothly. What really impressed me about them was how they worked to iron out the issues when I was refinancing with Wells Fargo. Safe Harbor’s lawyers interceded on my behalf to clarify the issues with the title
Absolutely experts at what they do. Really solid organization their process is well thought out and well practiced. I had very similar work done several years ago by another firm and Safe Harbor Estate Law fixed their work and provided a much better result in both less time and money. Everybody at this firm completes their role very efficiently and
We were very pleased with the service from Safe Harbor. After years of procrastinating, we finally decided we needed to move forward and get our estate planning completed, which involved setting up a living trust. We were surprised at how easy it turned out to be. Safe Harbor tailored our will and trust documents to some unique need we had and all is now
I had put off getting a will done for 6 years, even after being diagnosed with Multiple Myeloma 4 years ago. Then I watched Safe Harbor’s webinar just to learn some will/estate planning information. That webinar answered so many questions for me and made me realize the big mistake I was making by not finalizing a will. So I scheduled a consultation immediately
Safe Harbor Estate Law was recommended by a lawyer friend. From the very beginning I was impressed with the respect and compassion with which we were treated. My goal was to come away with a plan that would protect our assets. I now have that plan which is very thorough, providing me with peace of mind. Working with the team at Safe Harbor Estate Law was a positive experience. All of the attorney I worked with were very professional. Michael Teeter, especially, is knowledgeable, explaining all the complexities. He was also patient and responsive in answering my follow-up questions, often more than once.
The process of creating our Trust
was incredibly smooth. From the initial zoom informational meeting to the meeting with the well versed attorney and the final signing, we felt confident and informed.
I hired Safe Harbor Estate Law to do my estate plan including a living trust, power of attorney, and health care directive. They made the process easy by explaining everything clearly, being organized, and answering my questions.
They listened to our wants and needs and drafted the documents we needed to feel secure in having the best estate plan possible for us and our family.
See what other Safe Harbor Estate Law clients are saying about their experience.
We care, and it shows. You’re not just a number to us. We listen, and we ask questions. We strive to improve our client’s lives every day.
Our firm goes above and beyond to make you feel comfortable throughout the process so you feel informed and confident every step of the way.
We help you leave a legacy that is smoother, less expensive, and less hassle for your loved ones with a plan that is uniquely tailored to your goals.
Our team is motivated to help you experience smooth sailing from start to finish so everything is done thoroughly and properly.
I attended a free seminar to learn about getting a Will. I learned so much more than I expected! I then hired Safe Harbor Estate Law to create a Will, POA and Trust. The process was very simple!
I highly recommend everyone to contact Safe Harbor to help you too!
