Special Needs & Disability Planning
We understand the unique issues that arise when caring for an individual with special needs or a disability.
At Cody, Cody & McCarthy, we understand the unique issues that arise when caring for an individual with special needs or a disability. Our attorneys work with families to ensure that the individual is represented in all capacities and has an estate plan in place that works to minimize interference with qualification for state or federal benefits.
Additionally, our attorneys enable families to leave assets to their children without jeopardizing their access to state or federal benefits.
Special Needs & Disability Planning Services
- Advise individuals and families seeking to provide financial security for a disabled or special needs loved one without disrupting access to state or federal resources;
- Draft Special and Supplemental Needs Trusts (including D(4)(a) trusts) and advise how these trusts can work in conjunction with public benefits; and
- Prepare necessary documents, such as Last Wills and Testaments with Testamentary Trusts, Irrevocable Trusts, Durable Powers of Attorney, Health Care Proxies, and other healthcare documents.
Why Special Needs Planning Matters
Proper planning for individuals with special needs requires specialized knowledge of both estate planning and public benefits law. Without proper planning, well-intentioned gifts or inheritances can disqualify individuals from essential government benefits. Our attorneys have the expertise to create plans that protect both benefits eligibility and financial security.
Planning for our son's future has always been our greatest concern. Cody, Cody & McCarthy gave us peace of mind.
When our son was diagnosed with autism, we knew we needed to make special arrangements for his care after we're gone. The attorneys at Cody, Cody & McCarthy helped us create a special needs trust that ensures he'll have the resources he needs without losing his government benefits. Their knowledge and compassion made a difficult process much easier.
The Williams Family, Quincy
Related Practice Areas
Estate Planning
Our fundamental estate plan requires approximately two to three weeks to design, draft and implement.
Learn moreElder Law & Medicaid Planning
Many of our clients are seeking to protect their assets from the cost of long-term care. Our attorneys work with families to custom design a plan.
Learn moreAsset Protection
When it comes to protecting your assets, the little things matter. Our attorneys provide real-world advice on asset protection planning.
Learn morePlan for Your Loved One's Future
Contact us today to schedule a consultation with one of our experienced attorneys. We'll help you develop a comprehensive special needs plan.
Schedule a Consultation