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

Mastering IEP Review

As another school year looms, parents of children with special needs may become anxious about their student’s transition into another school year. Maybe last year didn’t go so well and you’d like this year to be better. Or maybe last year was stellar and you want to...

What Happens to Your Pet if Something Happens to You?

The happiness of a great majority of American homes is increased by the presence of animals. No less than 70% of households in the United States have at least one pet. That translates to over 90 million pets. Why do so many Americans have pets? Many people ask, "Who...

Summertime: A Perfect Storm of Challenges

For parents of children with special needs, the summer months bring an end to the predictable routine of school. Parents are left to piece together all the components necessary to keep their child safe, engaged, and practicing the skills they’ve learned during the...

Will vs. Estate Planning: What’s the Difference and Why It Matters

It’s a common misconception that a will and an estate plan are the same thing. After all, everyday language is less precise than legal terminology, and many people believe they’re finished with their estate after making a will if they don’t own a business or have any...

Categories

Year Published