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Special Needs Planning

When a loved one has special needs, it is critical to plan for their life in the event you are no longer able to provide for them. Fortunately, CSG can help develop a lifetime plan of care.

Our trusts and estates attorneys work closely alongside clients, their families and advisors to create a plan tailored specifically for loved ones with disabilities. We help clients take a proactive approach to special needs planning, addressing matters related to:

  • Assistance with estate planning
  • Government benefits applications, including those for Supplemental Security Income (“SSI”) and Medicaid
  • Preparation of special needs trusts
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