Special Needs Division

Nearly one-fifth of all Americans—more than 54 million men, women and children—have a physical, sensory, or intellectual disability, according to the National Organization on Disability.* More than 2/3 of families say they are very concerned about being able to provide lifetime care for their dependents with special needs, according to the 2011 Torn Security Blanket Study.* Almost 75% have not named a trustee to handle the child’s finances and 56% say they are unfamiliar with the steps needed to identify a trustee to watch over their dependent’s financial holdings in the future.*

We understand how important financial planning is for Special Needs families to plan for their own futures as well as their child or family member’s future. We are with you every step of the way to help make sure you have identified, maximized, and protected your child or family member’s eligibility for government benefits, considered costs for future care, have Special Needs Trusts in place, and discussed future estate planning.