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Special Needs Estate Planning in Denver, CO


If you have loved ones with special needs or medical concerns, we can help you put a plan in place to ensure that their needs are met and that they are cared for after you are gone.

It can be very stressful to think about not being there to care for someone and advocate on their behalf, so we counsel you to consider issues and problems that may arise yet can be addressed and handled with proper advance planning.

For example:

  • A well intentioned loved one may want to leave funds to support a child with special needs, but if left to the child outright, such a gift may inadvertently disrupt their government benefits that they rely on to cover medical expenses.
  • Spouses may want to protect funds for each other in the event the survivor of them requires Medicaid for Long Term Care, yet not want to give up control over their assets during life.
  • Families may know that existing or available government benefits will not provide enough funds to support their beneficiary with special needs. Parents may worry that if a sibling is left in charge of funds, that their own creditors (divorce, lawsuits) may threaten whether funds will last for the beneficiary with special needs.

We have the experience and expertise to advise and educate parents, grandparents and loved ones about the various considerations unique to planning for a beneficiaries with special needs. We can use special needs trusts, supplemental needs trusts, and other tools aimed at protecting and guiding the management of funds meant for a beneficiary’s care. Such planning can avoid unintentional and inadvertent loss of benefits for a beneficiary.

If your beneficiaries have special needs, it is critical to leave their inheritance in a way that protects their funds and their ability to receive other government benefits. Please contact us if you would like more information.

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