Schedule a Consultation Now

Contact Us

Special Needs Estate Planning: Which Documents Do I Need?

Aug 14, 2018 | Estate Planning, Special Needs

(This is the third article in our multi-part estate planning series.)

 

If you have a child with special needs, there are countless issues you must consider as you plan for their future care and well-being. You are their primary guardian today – but what happens if you are suddenly incapacitated or otherwise unable to continue in your caregiving role? Of course, you want your child to be cared for according to your wishes.

Now, we understand this is very personal information. You may feel you want to “keep it in the family” and not involve an outsider in your personal business.

However, you don’t know what you don’t know. Just as you would never consider performing your own surgery, substantial legal circumstances require the assistance of a professional.

It’s critically important to meet with an estate planning lawyer who routinely assists families with children with special needs.

Experienced estate planning attorneys like Sussan, Greenwald & Wesler’s Alex Hilsen, Esq., LL.M., have “been there, done that” when it comes to managing various challenges.

“Every single family’s circumstances are different and require careful understanding and consideration,” Mr. Hilsen said. “However, in my years working with families with children with special needs, there are very few questions I haven’t heard in some form or another and few situations I haven’t helped families work through.”

During a confidential consultation, Mr. Hilsen will get a full understanding of your family’s issues and work side-by-side with you to determine solutions that will be in your child’s best interest.

Special circumstances aside, there are certain documents that all families must consider as they plan for the future of a child with special needs:

  • Will – Even if you do not have substantial assets, you need a will to ensure whatever you do have is bequeathed to the people you choose.
  • Healthcare power of attorney – This document assigns to someone you trust responsibility for making decisions regarding your health should you become unable to do so for yourself. This includes end-of-life decisions.
  • Durable power of attorney – This document designates another person to handle your financial matters according to your wishes.
  • Guardianship designations – If you have children, assigning guardianship is very important. When you have a child with special needs, the choice becomes even more essential.

A special needs estate planning attorney knows the ins and outs of the entire process. Based on your specific situation, Mr. Hilsen will advise and guide you through the process.

It’s never too early to have peace of mind. Contact Alex Hilsen, Esq., LLM., estate planning attorney at Sussan, Greenwald & Wesler, today for a consultation about your estate planning needs.



Contact us now

For a Private Consultation

Latest Blog Posts

December Estate Planning To-Dos

December is an ideal time to review your estate plan, just as you might reflect on the past year and set goals for the next. Take these steps to ensure your estate documents accurately reflect your current wishes and are properly organized. Review and Update Documents...

Do Private Schools Have to Provide Accommodations Under Section 504?

Parents of students with disabilities, like most parents, usually want the best for their children’s education. If the public school district in their area of residence is insufficient, parents and guardians may turn to private schools as an option with smaller class...

Like-Kind Exchanges in Estate Planning

WHAT is a Like-Kind Exchange? A Like-Kind Exchange is a tool for real estate investors. However, anyone with a type of investment property can benefit from a Like-Kind exchange, and New Jersey residents engaged in their own estate planning should discuss the...

What Happens to My Child’s IEP When Transferring Schools?

Moving and changing schools can be challenging for any school-aged child, and especially so for children who are in special education programs. Parents or guardians must manage the needs of their children during this time even as they deal with the logistics of a...

What to Do if You Disagree with Your Child’s Proposed IEP

You’ve attended your child’s IEP meeting after the first marking period. Much to your surprise, the school staff informed you that your child’s performance is markedly different than what you have observed or expected. What is a Parent to Do? Go Prepared. In advance...

Categories

Year Published