Special Needs Planning

As a parent of a child with special needs, I know all too well the concerns, struggles and fears a family has when faced with this course in their child’s life.  Understanding state and federal resources, government benefits and eligibility, as well as the legal and financial options a family may consider is where Michael's experience lies.

Families often are led to believe their loved one cannot have money left to them for their support; in fear of losing vital state and federal benefits.  This is in fact not the case, and under the Federal laws the creation of a Supplemental Needs Trust to exempt these assets, is permissible.

If you or your family member would like more information about Special Needs Planning, please call our office at 314-686-4620.

 

See our List of upcoming Special Needs planning Workshops

 

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.