Special Needs Planning Lawyer in Dallas-Fort Worth
Helping Families Care for Their Loved Ones with Special Needs
The attorneys of Crain & Wooley have extensive experience helping families with special needs. We understand the challenges that come with caring for a child or loved one with special needs and the planning that must take place to ensure that they are cared for in the future. Our team is dedicated to helping you create a plan that will help you provide for your loved ones as they grow.
If you would like to learn more about special needs planning, call our Plano office at (972) 945-1610 or contact us online to get started with our supplemental needs trust lawyer in Dallas-Fort Worth.
What Is Special Needs Planning?
Special needs planning is the process of developing a strategy to provide for the financial and legal needs of a person with a disability.
This includes creating a special needs trust, durable power of attorney, and other legal documents to ensure that the person is cared for and their financial future is protected. Special needs planning is an important way to ensure that your loved one has the resources and care they need.
Why Is Special Needs Planning Important?
Special needs planning is important because it allows you to provide for your loved ones as they grow. It also allows you to protect your loved one from becoming a public charge. If your loved one receives public benefits, they may lose those benefits if they receive gifts or inheritances. Special needs planning allows you to provide for your loved one while protecting their benefits.
It is also important to plan for the future because your loved one's needs will change over time. As they grow, their needs will change, and you will need to adjust your plan to meet their changing needs.
Benefits of Special Needs Planning
Special needs planning provides numerous benefits for you and your loved one. It allows you to provide for your loved ones as they grow. It also allows you to protect your loved one from becoming a public charge. Finally, special needs planning allows you to create a plan to meet your loved one's changing needs as they grow.
The benefits of special needs planning include:
- Providing for your loved one
- Protecting your loved one from becoming a public charge
- Helping you adjust as your loved one's needs change
How Our Supplemental Needs Trust Lawyer Can Help You
Planning for the future of a loved one with special needs involves complex legal and financial decisions. Maintaining eligibility for vital government benefits while securing financial stability requires expertise and experience. At Crain & Wooley, our Dallas-Fort Worth supplemental needs trust lawyer can help you by:
- Personalized Trust Planning: Every family’s situation is unique, and a one-size-fits-all approach is insufficient when planning for a person with special needs. We take the time to understand your family’s specific circumstances, concerns, and goals. We then tailor a supplemental needs trust to meet those needs, ensuring your loved one’s financial security and benefit eligibility are preserved.
- Protecting Government Benefit Eligibility: One of the primary concerns for families of individuals with disabilities is the preservation of eligibility for government benefits. Improper handling of assets can lead to disqualification from these critical programs. We are well-versed in the intricate regulations governing these benefits. We ensure the trust is structured correctly so your loved one continues receiving the support they need.
- Comprehensive Asset Management: Managing the assets within a supplemental needs trust requires careful planning and administration. We are equipped to handle the complexities of asset management, from selecting suitable trustees to providing ongoing trust administration services. We ensure that the trust’s assets are used appropriately and in the beneficiary's best interest, covering needs such as medical expenses, personal care, education, and recreational activities.
- Advocacy and Legal Representation: Navigating the legal landscape of supplemental needs trusts can be challenging. At Crain & Wooley, we don't just provide legal services; we advocate for your family. We represent your interests in all legal matters related to the trust. Whether it's dealing with government agencies, resolving disputes, or providing legal advice, we stand by your side to ensure that your loved one’s rights and benefits are protected.
- Future Planning and Peace of Mind: Creating a supplemental needs trust is an essential step in future planning for a loved one with disabilities. It provides peace of mind, knowing that their financial needs will be met without jeopardizing their eligibility for important benefits. We work closely with you to develop a long-term plan that addresses potential future scenarios, ensuring your loved one’s well-being is safeguarded for years to come.
Helping Families Care for Their Loved Ones with Special Needs
The attorneys of Crain & Wooley have extensive experience helping families with special needs. We understand the challenges that come with caring for a child or loved one with special needs and the planning that must take place to ensure that they are cared for in the future. Our team is dedicated to helping you create a plan that will help you provide for your loved ones as they grow.
If you would like to learn more about special needs planning, call our Plano office at (972) 945-1610 or contact us online to get started with our Dallas-Fort Worth supplemental needs trust attorney.
Satisfied Clients Tell Their Stories
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"Thank you and God Bless you"
Thank you for being my Living Trust and other Estate documents attorney. Due to our move and storage of business and personal documents, we had trouble locating & we took a lot longer to respond to your drafts, etc. You were very patient with me and my needing lots of explaining of legal terms and meanings. At my age, I was concerned about getting things done but wanting it all done right. You were very prompt in responding to my questions and I think by time of signing I felt confident we had things just the way we wanted to protect my heirs. Thank you and God Bless you.
- Donna V. -
"Very much appreciated"
I am very much appreciated your service If anyone like me needed your service I will introduce about you. Everything you did with in a week. Very much satisfied all your service.- Sarah P. -
"Smooth and easy"
Learning about trusts at the meal was easy and educational. The set down at the office was where the finer points of trusts was explained. That is where and when we decided to make it safe and easy for our heirs. Our final meeting where we signed everything and an explanation of each item was given went smooth and easy. All in all I would say the investment in the trust was worth it.
Thank you to Crain & Wooley office and staff- Anonymous -
"Professional and knowledgeable"
My husband and I recently had our living trust completed through the help of Crain and Wooley. Justin and his staffs are professional and knowledgeable. A special thanks to client education specialist Stephen. He is such a nice gentleman and always answers our questions clearly and right to the point, and always ready to help by answering your concerns promptly. We will certainly refer the law firm to our families and friends!
- Susan X. -
"Excellent, Highly recommend"
We went to seminar to just find out what we needed to do for a will, They gave us all the info we needed right then there. Offered a really good price if we signed up to get one that day. A few weeks later after our appointment we have a Living trust. They were helpful with all our questions and were very thorough with these explaining the whole process. They stuck with the price that we paid + let us call anytime if we had any questions. Excellent, Highly recommend this company.
- Linda B. -
"So good to finally have a plan"
After worrying about our lack of estate planning for years, it feels so good to finally have a plan in place. Thank you for making the process relativity painless and offering the educational support we needed.
- Leslie W. -
"5 Stars"
Me and my appreciate Mr. Crosby we think that he was very professional in doing his job and we give him 5 stars when it come to him doing his Job.- James A. -
"Overall experience was seamless"
We recently had the opportunity to attend a workshop hosted by Crain & Wooley regarding wills and estate planning. Based on the information provided we decided to proceed with our estate planning with Justin and his team. The overall experience was seamless and the process was clearly communicated. We had our homework and once that was completed, several iterations later we had our final walk-through and signed estate plan. We would recommend Justin to our family and friends.
- Earl B.
Designed for Your Comfort & Convenience
Estate Planning With Us Means:
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Flat-Rate Pricing*
Finally, you won’t need a lawyer to understand your legal fees. We clearly communicate our pricing structure upfront, so you can feel comfortable with our service from start to finish. No surprises, no hidden fees. *Our flat rate fees apply only to proactive planning services.
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Optional Lifetime GuaranteeWith our optional lifetime guarantee, your will and trust will be automatically updated over the years to ensure it stays current with best practices, reflects your current wishes and minimizes future confusion for your family.
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Knowledgeable ServiceLaws change all the time. We stay up to date with all the latest information so that you’re covered. No one else in the region is as dedicated or educated in this area of law. We’re the experts so you don’t have to be.