• Skip to primary navigation
  • Skip to main content

Bier Law

Be Informed. Be Prepared. Be Free.

Call Us Today (323) 999-1230
  • Attend a FREE Workshop
    • In-Person Seminar
    • On-Demand Webinar
    • Live Webinar
  • Home
  • WHO WE ARE
    • About Our Firm
    • Attorney and Staff Profiles
    • News and Events
    • About The American Academy
    • Advantages of Working With Our Firm
    • Our Core Values
    • Speaker Connection
  • HOW WE HELP
    • Business Owners & Asset Protection
    • Estate and Gift Tax Figures
    • Incapacity Planning & Caregiver Support
    • IRA & Retirement Planning
    • LGBTQ Estate Planning
    • Minor Children and Young Adult Planning
    • Outdated Estate Planning Documents
    • Pet Planning
    • Powers of Attorney
    • Trust Administration & Probate
    • Remarriage and Blended Family Protection
    • Special Needs Planning
    • Wills and Trusts
  • Workshops
    • In-Person Seminars
    • On-Demand Webinars
    • Live Webinars
      • Estate Planning 101: The Basics
  • Blog
  • Start The Conversation
  • Resources
    • Advance Healthcare Directive Toolkit
    • DocuBank
    • Estate Planning Resources
      • Estate Planning Checkup
      • Estate Planning Definitions
      • Estate Planning Reports
      • Incapacity Planning Definitions
      • Is Your Estate Plan Outdated?
      • Top 10 Estate Planning Techniques
    • Frequently Asked Questions
      • Estate Planning FAQs
      • Legacy Wealth Planning FAQ’s
      • Incapacity Planning FAQs
      • Probate & Trust Administration FAQs
      • LGBTQ Estate Planning FAQs
    • LGBTQ Resources
    • Newsletters
    • Pre Consultation Form
    • Probate & Trust Administration Resources
      • Bereavement Resources
      • How to Know if You Need Extra Help With Your Grieving
      • The Mourner’s Bill of Rights
      • Trust Administration & Probate Definitions
      • Things You Need To Do When a Loved One Passes Away With a Trust
      • Things You Need To Do When a Loved One Passes Away With a Will
    • Special Needs Resources
  • REVIEWS
    • REVIEW US
    • OUR REVIEWS
  • Contact Us
  • Show Search
Hide Search

Special Needs Planning

Families who have a family member with a disability must plan for the future very carefully. How assets are left after your death can have a tremendous impact on the quality of life for that person. In the past, a Will may have been enough, but times have changed. To protect a person with special needs, a well-defined estate plan is vital.

How A Special Needs Trust Works

A Special Needs Trust allows a parent, grandparent or guardian to provide funds for a disabled child without disrupting the child’s eligibility for government aid. Setting one up is a fairly simple process. Important points to remember while investigating the use of this estate planning tool are:

  • Decide on an appropriate guardian for your child
  • Determine who would be a suitable Trustee(s) to manage the Trust’s assets and supervise your child’s finances
  • Outline instructions for your child’s education, housing, personal and emotional needs

Our law firm helps families address the financial, legal and social aspects of a person’s life to develop an effective plan for the future. Our goal is to ensure that their needs are met and that they have the opportunity to expand their horizons and follow their dreams.

Bier Law

Wills, Trusts & Estate Planning

OFFICE HOURS

By Appointment Only

Map

map
icon icon icon
  • Facebook
  • Instagram
  • LinkedIn

Bier Law

© 2023 · American Academy of Estate Planning Attorneys, Inc. | Disclaimer | Privacy Policy | Sitemap | Contact Us