How will your loved one thrive when you’re no longer there to guide them?
If you’re caring for someone with special needs, you’ve likely thought about their future. Will they have the support they need?
We help families like yours create personalized plans that provide financial security, preserve government benefits, and ensure your loved one is cared for in the way you envision.
Planning for a loved one with special needs can feel overwhelming. Without a clear strategy, you may unintentionally put their future at risk. An inheritance could disqualify them from Medicaid or Supplemental Security Income (SSI).
Without legal protections, family disputes over their care or finances can arise.
Special needs planning ensures your loved one has the support they need while preserving their eligibility for vital government benefits.
It also gives you the peace of mind that their care and resources will be protected long after you’re gone.
Contact us at (409) 549-0306 or click here to get started today.
Planning for a loved one with disabilities requires tools designed to meet their unique needs. At Montana Elder Law, we use the following:
A Special Needs Trust is like a protective shield. It holds assets for your loved one’s benefit without affecting their eligibility for Medicaid, SSI, or other government programs.
These accounts allow families to save for disability-related expenses, such as housing, education, or therapy, while safeguarding benefits eligibility.
When your loved one cannot make decisions on their own, these roles allow someone you trust to oversee their care and finances.
When Lisa’s son, Ben, turned 18, she realized his needs were about to change. While Ben received Medicaid benefits and educational support, Lisa worried about how to provide for him in the long term. She wanted to leave him an inheritance but knew it could jeopardize his benefits.
We helped Lisa create a Special Needs Trust to protect Ben’s Medicaid and SSI while ensuring he would always have funds for his care. We also set up an ABLE account for additional savings and established guardianship to provide ongoing guidance.
Today, Lisa knows Ben’s future is secure, and she feels confident knowing he will always have the support he needs to thrive.
Contact us at (409) 549-0306 to get started today.
At Montana Elder Law, we work with families, seniors, and their loved ones to create plans that protect and preserve their legacy.
Contact us at (406) 549-0306 to get started today.
Special needs planning provides the foundation for your loved one’s future care.
Here’s why it’s so important:
Ensure your loved one remains eligible for Medicaid, SSI, and other critical programs while receiving additional financial support.
Protect assets and ensure they’re used to enhance your loved one’s quality of life.
Provide clear instructions and resources to ensure your loved one is cared for, even if you’re no longer able to.
At Montana Elder Law, we understand the unique challenges of caring for a loved one with special needs. Our compassionate team is here to help you navigate the legal and financial complexities, so you can focus on what matters most—your family.
Let us help you create a plan that protects your loved one’s care, preserves their benefits, and gives you peace of mind.
