Special Needs Planning Guidance. Prevention. Protection.

Special Needs Planning Lawyers in Mooresville

Ensuring Your Loved Ones’ Future & Best Interests Are Protected

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, Special Assistance and Supplemental Security Income (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, Special Assistance 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 appealing 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 wills and trusts, trust administration and court appearances.
  • 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.

The Law Office of Natalie J.Miller is also experienced in:

  • 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.

Call Law Office of Natalie J.Miller today at (704) 228-4520 or contact us online to schedule an initial consultation with our special needs planning lawyers in Mooresville.

Working With The Right Attorney

Makes All The Difference
  • 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

When You're Ready To Protect Your Future

We're Ready To 
Make Sure It's Done Right

Contact The Law Office of Natalie J. Miller to Get Started (704) 228-4520

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