Special Needs Planning & Advocacy
Special needs planning entails creating a detailed legal plan to address the comprehensive needs of an individual with a disability including personal, financial and social needs. The plan should augment government assistance programs without disqualifying the person from receiving available public benefits. Our special needs planning services include:
- Comprehensive planning for families affected by lifelong disabilities
- Drafting special needs trusts
- Public benefits planning
- Representation of trustees administering special needs trusts
- Representation before probate courts and state agencies
- Consultation to disabled individuals and their personal injury attorneys regarding the settlement and structuring of claims
- Consultation to disabled individuals, or parents, and their family law attorneys regarding special needs considerations in divorce proceedings
- Consultation to families regarding alternatives to guardianship
- Assistance for families in guardianship proceedings
Estate Planning
Estate Planning is more than preparing a will, it is a comprehensive planning process that can:
- provide you the opportunity to make your wishes known
- determine who will carry out your wishes both during your lifetime and after your death
- allow you to maintain independence and control over personal and health care decisions as well as over financial decisions
- help minimize your estate taxes and administrative expenses
- ensure your estate assets are distributed according to your wishes
Probate & Trust Administration
Probate and Trust Administration services vary according to a client’s circumstances. At Caffry Law, we assist clients and their families in the event of death or disability. We offer a variety of administration and fiduciary services to aid in the management and distribution of the estates of those who have passed away. In this area of practice, we work with trustees, executors and the professionals that serve them.
Caffry Law, PLLC 