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IDDA

Elville and Associates Special Needs Planning



The best interest of all family members is served when you secure the counsel of an experienced professional who practices special needs planning. Take comfort in knowing you have performed a thorough investigation and have taken steps to preserve both your family’s assets and expected government benefits to provide your loved one with the best future you are able.


Introduction

Estate planning by parents who have children with special needs includes many challenges:

  • How do you leave funds for the benefit of the child without causing the child to lose important public benefits?

  • How do you make sure that the funds are well managed?

  • How do you make sure your other children are not over-burdened with caring for the sibling with special needs?

  • What is fair for distributing your estate between your child with special needs and your other children?

  • How do you make sure there is enough money to sustain your special needs child over time?



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