Leech Tishman has a depth of experience representing individuals with special needs, as well as their families, in a variety of legal matters, including obtaining Social Security benefits, filing for guardianship, and establishing trusts.
Our attorneys counsel clients and their families on how to best protect their assets or inheritance, while legally maintaining qualifications for governmental benefits such as Medicaid. A skilled attorney can assist clients with establishing a special needs trust, designed to protect the individual’s inheritance, proceeds from a settlement, or IRA funds, while maintaining eligibility for the governmental assistance they need. Due to the constantly evolving nature of this area of law, it is important to consult with an attorney who will provide you with a legal strategy that is in compliance with current rules and regulations for these types of trusts.
You might be interested in leaving an inheritance to a loved one with special needs, but are fearful that it may interfere with their current governmental assistance. Our attorneys can guide you through the process of establishing a trust to protect those assets, designate a trustee to safeguard the funds, and enable the heir to benefit financially while maintaining governmental assistance. Leech Tishman delivers comprehensive representation to individuals with special needs, as well as their families, in planning for their future.
- Counsel clients and their families on appropriate estate planning documents, including guardianships and trusts
- Assist client in obtaining public benefits
- Establish special needs trusts, when appropriate
- Provide strategic planning to protect the financial assets or inheritance individuals with special needs