Special Needs Planning
Special Needs Planning Attorney in Greensboro and throughout North Carolina
Planning for a loved one with special needs requires careful thought to ensure their future financial security and well-being. At Law Offices of Cheryl David, we are dedicated to helping families in Guilford County develop comprehensive, personalized special needs plans. Led by an attorney with over 30 years of experience, our team can help you create a strategy that protects your loved one’s future while preserving access to government benefits such as Medicaid and Social Security.
We recognize the emotional and financial challenges families face when planning for the long-term care of a loved one with special needs. Our goal is to provide you with clarity and confidence in knowing that your loved one will be well cared for in the future.
Reach out to us today at (336) 717-0375 or via our online form to learn more.
What Is Special Needs Planning?
Special Needs Planning is the process of preparing for the future care and financial security of an individual with disabilities or long-term needs. This type of planning ensures that your loved one will receive the support they need, even when you are longer able to provide it yourself. It involves a combination of legal, financial, and healthcare strategies that safeguard their well-being for the long term.
Key elements of special needs planning include the creation of special needs trusts, which are essential for managing funds without jeopardizing access to vital government benefits like Medicaid and Social Security. These trusts allow for financial stability while preserving eligibility for government assistance programs. Special needs planning also involves appointing trusted guardians to ensure that your loved one’s care is managed by someone who shares your values. By organizing your estate plan to address these needs, you can ensure that your loved one’s future is secure and that their quality of life will be maintained, regardless of what may happen.
The Importance of Special Needs Trusts
A special needs trust (SNT) is one of the most effective tools in special needs planning. It allows you to set aside assets for the benefit of your loved one while maintaining their eligibility for government benefits such as Medicaid and Social Security. Without a special needs trust, any inheritance or gift given directly to the individual could disqualify them from receiving vital benefits.
An SNT ensures that funds are available for your loved one’s quality of life, such as education, therapy, and other personal care needs, without impacting their access to essential public assistance programs. It can be set up to cover specific expenses and is managed by a trustee who will act in the best interest of your loved one. This ensures that your loved one will have the financial support they need, while maintaining their eligibility for government assistance programs that play an essential role in their care.
Stories of Trust and Peace of Mind Hear From Our Happy Clients
At Law Offices of Cheryl David, your satisfaction is our priority! See for yourself what our clients have to say about working with us.
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"Kindness & Patience"Thank you for guiding my family through a difficult time with kindness and expertise. Your team’s support has been invaluable, and we’re forever grateful!- Pete S.
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"Friendly & Professional"Our experience with the Law Offices of Cheryl David was exceptional. Their caring team guided us through our Living Trust with professionalism and efficiency!- Sharon B.
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"Thank You Sincerely"Contacting Law Offices of Cheryl David was the best decision for me and my husband. Their knowledgeable team provided peace of mind and expert elder care guidance!- Sheila P.
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"Pleasant & Helpful"Sudden illness made me realize the importance of estate planning. The team was pleasant, competent, and incredibly helpful throughout the process!- Scot F.
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"Exceptional Service, Every Time"Professional, friendly, and efficient! Claudia ensured we understood everything during our annual update. Highly recommend the team at Cheryl David’s!- Charles H.
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"Compassionate Support During a Difficult Time"Blaire, Olivia, and Paula made a tough time easier with their dedication and support. Forever grateful for their help in handling my father’s estate!- Nicole H.
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"Personal Attitude & Sincere Caring"Thank you, Cheryl and team, for your genuine care and personal approach. I truly appreciate it and look forward to any updates you may have!- Phyllis B.
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"You Have Put My Mind At Ease"Thank you, Kelly, for your support and dedication. Your work has been a pleasure to experience, and you've truly put my mind at ease—much appreciated!- Roger Z.
Guided by Compassion, Built on Trust Our Promise to You
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Where Experience Meets CompassionWith decades of experience and a genuine understanding of family needs, we deliver legal solutions that ensure your loved ones are cared for today and tomorrow.
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Empowering Families Through KnowledgeWe believe in empowering families with the tools and information needed to make confident decisions about their futures. Your trust inspires our commitment to excellence.
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Trusted Advocates for Every Stage of LifeFrom estate planning to elder law, our experienced team stands by your side, providing compassionate and reliable support tailored to your family’s unique needs.
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Protecting What Matters MostYour family’s future is our priority. With personalized guidance and unwavering dedication, we help secure your loved ones’ legacies and peace of mind.
How Can We Help You?
At Law Offices of Cheryl David, we recognize the importance and sensitivity of special needs planning. Our dedicated team is here to guide you through each step of the process, providing clear, straightforward advice to help you make informed decisions for your loved one’s future. From establishing a special needs trust to guardianship and preparing a comprehensive estate plan, we offer solutions designed to meet your family’s specific needs.
Our services include:
- Setting up Special Needs Trusts (SNTs) to preserve eligibility for benefits.
- Providing guidance on Medicaid planning and ensuring eligibility.
- Appointing guardians or conservators to make critical decisions.
- Developing long-term care and financial strategies.
- Coordinating healthcare and legal decisions for your loved one’s well-being.
We proudly serve families throughout Guilford County, helping to secure your loved one’s future with the utmost care and attention. In business since 2000, our team is committed to offering peace of mind as we navigate this vital planning process together.
For careful and thoughtful planning of your loved one’s future, contact us today at (336) 717-0375 or submit a form online and schedule a consultation.