SECURING YOUR CHILD'S FUTURE
Six Steps to Special Needs Planning
When a loved one has special needs, planning for the future isn’t just important—it’s essential. While estate planning can be overwhelming on its own, adding a layer of complexity for a child or family member with special needs requires extra care and legal precision. You want to ensure they have financial security, continued care, and access to public benefits without unnecessary obstacles.
At JCloud Law, P.C., we specialize in special needs estate planning, including trust administration and guardianship solutions, to help families like yours build a solid plan for the future. Below are six essential steps every family should take to ensure long-term stability and protection for a loved one with special needs.
6 Essential Steps to Protect Your Loved One
01
Create an Estate Plan that Accounts for Special Needs
Ensure your loved one is not named as a direct beneficiary in a will or trust that could unintentionally affect their eligibility for government benefits.
02
Evaluate Eligibility for Government Benefits
Many individuals with special needs rely on Medicaid, Supplemental Security Income (SSI), or other programs. Proper planning can help maximize these needs-based benefits without jeopardizing financial stability.
03
Establish a Special Needs Trust (SNT)
A special needs trust ensures that funds are used to enhance your loved one’s quality of life while maintaining their eligibility for public benefits.
04
Write a Letter of Intent
This document provides caregivers and future guardians with essential guidance on your loved one’s medical needs, daily routines, preferences, and financial matters.
05
Determine if Guardianship is Necessary
If your loved one cannot make legal or medical decisions, establishing legal guardianship at the age of majority can help protect their well-being.
06
Communicate Your Plan With Family
A well-thought-out plan is only effective if your family understands it. Discuss your estate plan, guardianship choices, and special needs trust provisions with trusted family members.
Why Choose JCloud Law for Special Needs Planning?
At JCloud Law, we specialize in special needs planning, providing expert legal services to families across Arizona and California. With years of experience, we know the intricacies of estate planning and understand the importance of protecting your child’s future.
Personalized Legal Solutions: We work with you to develop a customized estate plan that meets the unique needs of your child.
Comprehensive Guidance:
From guardianship to special needs trusts, we guide you through every step of the planning process.
Experienced Attorney: Jeffrey B. Cloud is skilled in both estate planning and special needs law, ensuring that your child is taken care of now and in the future.
10+
years of experience
Contact us today to schedule a free 15-minute consultation and learn more about how we can assist you in securing your child’s future.
