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Special Needs Planning

As the parent of a child with special needs, you are well aware of the many financial, social and medical issues involved. These often involve finding the assistance you need now and trying to find ways to make sure that your special needs child will be well cared for when can no longer provide that care yourself. At Bixler Moore, LLC, we can:

  • Eliminate your concerns about protecting your child’s eligibility for Supplemental Security Income (SSI), Medicaid and other government benefits
  • Procure the maximum amount of public and private resources available to you
  • Help you address the needs of other family members

To accomplish goals like these and other, we will work closely with you to gain an understanding of your priorities and overall family objectives. In addition, we will analyze your current financial situation, which allows us to determine the benefits available based upon your particular situation, as well as the legal strategies we can use to maximize these benefits today and in the future. Finally, we will use our experience in this area and knowledge of the law to design and implement a customized special needs plan.

Special Needs Trusts

There are many different types of special needs trusts. Typically, they seek to maintain a special needs loved one’s eligibility for means tested government assistance programs such as SSI and Medicaid, while at the same time creating a fund to augment services and/or care not provided by means tested programs. These services can include travel expenses, entertainment, education, wheelchair-accessible transportation, specialized dental and medical care, and more. Basically, a special needs trust can provide for services that can dramatically improve the quality of life of your loved one with special needs.

While the idea behind special needs trusts seems simple, their proper design and implementation is not. The many different programs have their own set of rules, and care requirements for your special needs loved one will change over time. Your family’s financial resources will change as well. For a well-designed special needs trust and effective overall special needs plan, contact the Ohio special needs planning lawyers at Bixler Moore, LLC. We have the experience and knowledge to assist you.

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