Guiding Families Through The Special Needs Planning Process

Raising a child with special needs or serving as a fiduciary for an adult family member with a disability can be both rewarding and challenging. For many, public benefits — such as Medicaid, ALTCS and SSI payments — are essential for survival, and any disruption in payments can mean disaster.

In order to provide financial security for those you love, seek the assistance of an experienced special needs planning lawyer.

Helping Protect Your Loved One's Rights To Public Benefits

At the law firm of Emily R. Taylor, Attorney PLLC, we have focused on helping individuals and families protect assets and benefits for loved ones with special needs for more than seven years. We understand the financial and emotional struggles you face, and we are committed to providing you with solutions that work, including:

  • Creating special needs trusts that protect benefits and assets for people with special needs
  • Establishing conservatorships and guardianships for children approaching age 18
  • Guiding fiduciaries through the trust administration process without disruptions in benefits
  • Providing options for divorcing parents of children with special needs

What Are Special Needs Trusts?

A special needs trust helps you manage finances for your loved one without jeopardizing his or her rights to public benefits. These types of trusts fall into two basic categories:

  • First-party special needs trusts: A first-party trust protects money and other types of assets — such as a personal injury settlement — received by a person with special needs.
  • Third-party special needs trusts: A third-party trust is established as part of an estate plan in order to prevent a disruption in public benefits. Inherited assets pass directly into the trust so that public benefits can continue without disruption.

Committed And Caring Legal Assistance Throughout Arizona

At the Phoenix law firm of Emily R. Taylor, Attorney PLLC, we are committed to providing you peace of mind about your loved one's future. We provide legal services to clients in Maricopa County and throughout the state.

For information about your options, and to schedule a consultation, complete a short online form or call us at 480-400-9235.