“If you want to be genuinely kind, you have to be of actual benefit - nobody wants to be the recipient of “help” that isn’t really helpful - and you have to provide that benefit in a way that shows respect and empathy for the other person’s needs.”
Thanissaro Bhikkhu

Special Needs Planning

What is Special Needs Planning?
Having a child or loved one with a disability adds complexity to your everyday life.  It also adds a new dimension to your plans for the future.  Not only do you need to plan for your own financial security and that of your more typically developing family members, you need to examine how the life-time needs of someone with a disability will be met.  This is called Special Needs Planning.

At the most general level, the questions may seem overwhelming:

How do I obtain and pay for services for my child?

Will my finances be adequate to take care of my child?

How do I provide for my disabled child, and yet save enough myself to retire?

Who will care for my child once I’m gone?

How do I provide for my child without jeopardizing government benefits?

You do not have to figure this out alone.   Caring for someone with special needs is a team effort.  You seek out and learn to rely on professionals from many fields: medical professionals, early childhood professionals, special education teachers, therapists, and financial professionals.

You also need a lawyer with the knowledge and commitment to work with you and your team to make sure that the decisions you make accurately reflect and protect you, your child, and the rest of your family. 

At JanZagerLaw, we have the broad experience to help you maximize the use of public benefits, including services through the public schools, as well as protecting the availability of benefits in the future.  Having years of experience working directly with medical and school professionals, we know how to work with you to develop a long-term comprehensive resource and advocacy plan through estate planning tools such as special needs trusts, powers of attorney, and guardianships. We  have the knowledge and skill to work with you and your financial professionals to design a plan for the future that will protect as much autonomy and choices as possible for your loved one.