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Special Needs Estate Planning

Build a Future Where Your Child is Protected, Empowered, and Never Alone.

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Your Child Deserves a Future That’s Safe, Secure, and Filled with Possibility Even When You’re Not There

When you have a child or loved one with special needs, planning for their future isn’t just important it’s essential.

You want to make sure they’re protected, financially secure, and able to live with dignity, without losing access to crucial benefits like Medicaid and SSI. But navigating the complexities of Special Needs Trusts and ABLE Accounts can feel overwhelming.

At Legacy Solutions Law Firm, we don’t just fill out forms. We create custom-tailored Special Needs Plans that protect your loved one’s quality of life while preserving their eligibility for vital government support. We walk with you through every step, ensuring that your loved one is safeguarded now and for years to come.

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The Cost of Not Planning

Imagine building a life of support for your child, only to see it collapse because of one oversight.

A single misstep, like an unexpected financial gift or improperly managed inheritance, can jeopardize your loved one’s eligibility for benefits. The right legal structures protect their access to medical care, housing, and support services.

Our team ensures your plan is ironclad, so your loved one is never left vulnerable. We structure their future with the precision and care it deserves, so you can focus on what matters: loving them, supporting them, and watching them thrive.

Key Planning Tools for Special Needs Protection

We believe that effective planning requires the right tools, customized for your unique situation. Our approach is tailored to fit the specific needs of your loved one, ensuring their financial security, access to benefits, and long-term care.

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First-Party Special Needs Trusts

Funded with the beneficiary's own assets (e.g., settlements, inheritances) to maintain Medicaid and SSI eligibility while providing financial support. We expertly structure these trusts to legally shield assets, ensuring long-term care and financial stability without losing critical government benefits.

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Third-Party Special Needs Trusts

Created by parents or loved ones to protect gifts and inheritance without affecting Medicaid and SSI benefits. We help you design these trusts to safeguard your loved one’s financial future while preserving their access to vital benefits.

03

ABLE Accounts

Enhance your loved one’s quality of life with tax-advantaged savings that don’t interfere with benefit eligibility. We’ll guide you on how to maximize this powerful tool for medical, educational, and living expenses.

04

Long-Term Care Planning

Build a financial and care structure that adapts to their needs as they grow older. Our strategic plans ensure their care is continuous, dignified, and legally protected.

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Emergency & Contingency Measures

Life is unpredictable. We prepare you for the unexpected with legally binding plans that activate when you need them most.

Resources to Guide Your Journey

We believe that informed families make the best decisions. That’s why we provide easy access to our comprehensive library

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