If you have a family member with a disability you must plan for the future very carefully. First, if you have an incapacitated child, you need to designate in your Last Will and Testament who will be the successor guardian who is to oversee the care of that child in the event of your death. Second, if you desire to leave any portion of your estate to that disabled individual following your death you need to be careful not to do so in a manner which will cause them to lose their eligibility for any governmental assistance benefits, such as SSI or Medicaid, that they are receiving. This involves the establishment of a Special Needs Trust to provide funds that are available to benefit the disabled individual without disrupting their eligibility for government aid. Such planning will help ensure that, if something were to happen to you, your loved one will be cared for in all aspects of their life: financial, educational and medical, and, most importantly, their emotional and personal needs.
Attorneys:
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5.0/5.0I have known Phil Peterson for decades. He has always been honest, competent, civil and reasonable in all of my dealings.
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5.0/5.0
I did not personally meet with any of the attorney's as they were hired by our business associate. But I was able to work with Julie Pena. I spoke with her many times on the phone, and in every instance, she was extremely kind, compassionate, and h...
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5.0/5.0
My wife and I have been given a beautiful gift of parenthood all because of White Peterson and their staff. There isn’t a day that goes by that we aren’t incredibly thankful for how responsive and compassionate this office is. When life has hit u...
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5.0/5.0
William Punkoney was so great to work with in establishing my family trust. He took time and great length to explain why a special needs trust would protect one of my family members and averted me from making a mistake in not including that in my tru...
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5.0/5.0
White Peterson Law Firm offers superior quality of professional help. Our legal issue was handled with respect and our lawyer offered fine advice and took care of the entire process for us. Very pleased with every aspect of our interaction and recomm...
