Families caring for a loved one with disabilities face unique challenges—not only in providing day-to-day support, but in ensuring long-term financial security and access to critical government benefits. Our firm helps New York families plan for the lifetime needs of children and adults with physical, intellectual, developmental, and mental health disabilities, creating legal structures that protect assets, preserve eligibility for public benefits, and provide peace of mind for parents, siblings, and caregivers.

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At the heart of special needs planning is the goal of supplementing—not replacing—vital government programs such as Supplemental Security Income (SSI) and Medicaid. We design comprehensive plans that allow families to provide for their loved ones without jeopardizing eligibility for healthcare, housing assistance, and income support. We draft and administer special needs trusts—both third-party trusts funded by family members and first-party trusts funded with the beneficiary's own assets—that allow funds to be used for quality-of-life expenses while keeping trust assets from being counted as available resources. We also assist families in coordinating estate plans, nominating appropriate guardians and trustees, and planning for equitable treatment of all children while addressing the unique needs of a disabled beneficiary.

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From initial consultation through trust funding and administration, we are committed to protecting the well-being and independence of individuals with disabilities—and supporting the families who love them. 

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