Special Needs Planning Lawyers in Mooresville
Ensuring Your Loved Ones’ Future & Best Interests Are Protected. Serving Iredell, Mecklenburg & the Surrounding Counties.
What will happen to my disabled loved one if I am no longer here? This is probably the scariest question for you to ask. We have answers. As knowledgeable special needs planning attorneys in Mooresville, our goal is to help you plan for the future and security of your loved one with a disability. Have you ever wondered who will take care of and provide for your child with special needs after you are gone? How do you pass an inheritance onto your loved one (when he or she cannot have more than $2,000) without affecting their governmental benefits?
If you have a loved one with a disability—and rely upon a will to cover their future care—your loved one's inheritance may be taken away by the government. To ensure that governmental benefits (such as Medicaid or SSI) are never altered, diminished, or destroyed, it is imperative that you complete special needs planning, including a special needs trust either within your will or under a separate document.
A properly drafted special needs estate and financial plan will specify that the money is not to replace the benefits, but is to supplement them and ensure that funding is available to meet your goals. The funds you leave behind can then be used for extra medical care, personal items such as TVs, radios, and computers, vacations, companionship, advocates, or any other item or service to better the disabled person's quality of life.
We regularly handle cases involving:
- Special needs trusts and wills: Our attorneys are experienced authors of special needs trusts (SNT) and wills for individuals with special needs. Our understanding of this discipline will help to provide long-term financial security and a responsible disbursement of assets through the drafting of wills, often including an SNT within the will.
- Medicaid, SSI, and entitlement program eligibility: Personal injury awards and structured settlements may compromise an individual's ability to access public benefits like Medicaid and Supplemental Security Income (SSI). We partner with plaintiff attorneys to discuss ways in which to protect those benefits for their clients. We also assist our clients in completing Medicaid applications and, if necessary, appeal a denial or reduction of benefits. See our Medicaid planning and asset protection pages for additional information.
- Financial planning and legal assistance for individuals with disabilities: We offer a full suite of financial and legal assistance for individuals with special needs, including drafting demand packages, settlement negotiations, probate court appearances, and motion filings.
- Guardianships and conservatorships: Guardianships and the many available alternatives are a significant part of our practice. We have experience in establishing, defending, and administering a guardianship whenever necessary or required to meet the needs of an elderly or disabled family member. See our guardianship page for additional information.
- Personal injury/medical malpractice settlements: With a dedication to disability and public benefits law, we are well-equipped to assist personal injury attorneys in matters involving individuals with special needs.
- Trust and estate distributions and fiduciary accounting: We have experience in the distribution of trust and estate monies to ensure that funds and fund transfers are handled properly.
- Estate and trust administration: In cases that require a third-party administrator to oversee an estate or trust, we are skilled in either assuming those responsibilities or assisting those you appoint with those responsibilities. We bring to bear all the requisite knowledge and experience that provides families and caregivers peace of mind.
- Healthcare decisions and advance directives: We frequently confront the issue of personal control of healthcare decision-making as it pertains to our disabled and elderly clients. We are familiar with the issues and problems facing these clients as they plan for their long-term health care.
Consultation Fees Waived if Retained
Focused on Elder & Probate Law
Work Directly With an Attorney
Will Travel for Clients Who Are Unable
Treats Clients Like Family
Flexible Hours - By Appointment