What Every Senior Should Know About Estate Planning
Learn essential estate planning tips for seniors to protect your legacy and ensure your wishes are honored. Discover practical and modern solutions.
Special Needs Planning: Protecting your Loved One’s Future
Special needs planning ensures that your loved ones with disabilities are provided for while preserving their eligibility for essential government benefits. At Anastasio Law Group, we create customized plans that secure their future and give you peace of mind.
Why Special Needs Planning is Essential
Planning for a loved one with special needs involves unique challenges, but it’s critical to ensure their care, security, and independence.
Preserving Eligibility for Benefits
Ensure your loved one continues to qualify for programs like Medicaid and Supplemental Security Income (SSI).
Protecting Financial Security
Establish a plan to provide long-term financial support without jeopardizing benefits.
Avoiding Family Disputes
Clear, legally binding plans prevent misunderstandings or conflicts among family members.
Designating Trusted Caretakers
Appoint guardians or trustees who can manage care and finances with your loved one’s best interests in mind.
Providing Peace of Mind
Know that your loved one will be cared for, even after you’re no longer able to do so.
Our Special Needs Planning Services
At Anastasio Law Group, we provide comprehensive services to support families and individuals in planning for special needs.
Special Needs Trusts
Protect assets while maintaining eligibility for government benefits.
Letter of Intent
Outline your loved one’s care instructions, preferences, and needs in a detailed document.
Financial Planning
Develop a strategy to fund long-term care without depleting resources.
Guardianship Designations
Legally designate a trusted individual to care for your loved one if you’re unable to.
Healthcare Directives
Ensure medical decisions align with your loved one’s values and needs.
Estate Integration
Coordinate your special needs plan with your overall estate planning strategy.
Plan for Their Future with Confidence
Planning for a loved one with special needs can feel overwhelming, but you don’t have to do it alone. Let Anastasio Law Group guide you every step of the way.
What's it Like to Work With Us?
When you choose Michael Anastasio as your Trust attorney, you’re not just getting a lawyer—you’re gaining an advisor who listens, understands, and puts your family’s needs first. Michael’s commitment to clarity and care has made him the go-to attorney for families in both New York and New Jersey.
In this video, Richard, one of Michael’s clients, shares his experience creating a Living Trust and working with Michael to secure his family’s future. Hear firsthand how Michael’s knowledge, patience, and personalized approach made all the difference.
FAQs
Have questions about special needs planning? We have answers.
How do I fund a special needs trust?
Trusts can be funded through savings, life insurance, or other financial assets designated for your loved one’s care.
Do I need a lawyer for special needs planning?
Yes, a lawyer ensures the plan is legally sound and tailored to your family’s unique situation.
Can I update my special needs plan later?
Yes, plans can be adjusted as your loved one’s needs and circumstances change.
Who should I choose as a trustee?
The trustee should be someone you trust to manage finances and make decisions in the best interest of your loved one.
What is a special needs trust?
A special needs trust protects assets while ensuring your loved one remains eligible for government benefits like Medicaid and SSI.
Protect Their Future Today
Secure your loved one’s financial and personal well-being with a tailored special needs plan. Anastasio Law Group is here to help.
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