If you are responsible for the care of a child or adult with a physical or intellectual disability, you want to know that your loved one is provided for, even if you pass away. Johnson Duffie can serve as your special needs planning law firm, helping you secure your loved one’s safety and future.
Special needs planning is a specialized legal plan that oversees the well-being of a loved one with disabilities if their caregiver can no longer provide for their care. You may need to set up a trust for your loved one or appoint individuals to care for their personal and financial well-being. A special needs estate plan is a thoughtful and comprehensive way to confirm the financial security and care needs of your loved one if something happens to you.
At Johnson Duffie, we can assist you with your special needs planning by:
If your child has a physical or intellectual disability, they may be unable to determine your end-of-life care. An advance healthcare directive ensures your family has help to make crucial healthcare decisions. Common examples of advance healthcare directives are a durable power of attorney for healthcare and a living will. Johnson Duffie can guide you through the creation of an advance healthcare directive that will lay out your medical care wishes if you cannot communicate these yourself.
A special needs trust can provide financial security for individuals with special needs. The trust would be funded through assets from your estate and professionally managed by a trustee of your choice upon your passing. The principal within the trust would garner interest payments that could be used to cover your loved one’s ongoing needs.
If your child or loved one qualifies for needs-based public assistance, we can carefully draft the plan so that their inheritance does not damage their benefits eligibility.
Estate planning is a detailed process, especially if you want to preserve the safety of your loved one with a physical or intellectual disability. Don’t leave their care to chance. The legal experts at Johnson Duffie have decades of experience in estate administration and will ensure your special needs planning aligns with your wishes for your loved one.
If you would like to experience the individualized attention of one of Pennsylvania’s top estate planning firms, contact Johnson Duffie today.
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