Special Needs Trust


Serving Clients in Woodbridge, Prince William county, and throughout Virginia
as well as in maryland, west virginia, and the district of columbia

a will
401(k)

What is not Covered by a Will?

While a will is one of the most important estate planning documents you can have, there are things that a will won’t cover.
special needs
Beneficiaries

How to Protect A Special Needs Person’s Public Benefits

If you have a child or other family member who has special needs due to physical or mental conditions, you face a variety of challenges planning for their care, including financial ones.
special needs trust
Assets

How Do Special Needs Trusts Work?

Just as you have trust in a relationship, trusting your document and those with responsibilities in the trust are crucial to obtaining your objectives.
estate planning trusts
Alzheimer’s

Trusts Make Sense Even When You Aren’t a Billionaire

Done right by a lawyer, your heirs can avoid the expense and time of probating your will and may save on estate taxes, while easing the administration of your affairs while alive and after you have gone.
disabled
ABLE Account

How Do I Plan for a Loved One with Special Needs?

It is critical that parents and grandparents give careful thought to any gift of money or bequest in an estate plan, when the recipient has special needs.
estate planning trusts
Asset Protection

What Trusts are Available for Estate Planning?

Trusts are an essential part of most estate plans, even the plans of people with moderate wealth. You need to know the basics of trusts, especially the key terms and concepts of the most widely-used types of trusts.
special needs trust
ABLE Account

Who Needs a Special Needs Trust?

If you are the parent of a person with special needs, you are well aware that the role you play is very different than it may be for other children. Properly planning to meet their financial needs, both in the immediate and long term, is a critical part of supporting your child. This support must often continue well past the typical age of adulthood, which means parents need to put in place financial tools to care for their children, in the event of the parents’ death.
special needs planning
Beneficiary

Special Needs Plans Need Regular Reviews to Protect Loved Ones

Estate planning generally focuses primarily on lifetime protection and post-death distribution of assets. Special needs planning focuses primarily on the individual beneficiary’s lifestyle and care needs.
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