Special Needs Planning
Special Needs Planning
At the Law Office of Shannon O’Rourke, our Special Needs Planning practice is dedicated to helping families create secure, long-term plans for loved ones with disabilities or special needs. We provide thoughtful, personalized guidance to help protect access to important benefits while ensuring your loved one is financially supported and cared for in the years ahead. Working closely with you, we develop customized planning strategies that reflect your family's unique needs and provide confidence for the future.
Comprehensive Special Needs Planning You Can Trust
Our special needs planning services include:
Special Needs Trust Planning – Creating customized trust solutions, including First-Party and Third-Party Special Needs Trusts, to help protect assets, preserve eligibility for government benefits, and provide long-term support and security for loved ones with special needs.
Government Benefits & Care Planning – Providing guidance through the complexities of government programs and benefits, including Medicaid planning and ABLE accounts, to help families make informed decisions that support long-term care and quality of life.
Guardianship & Decision-Making Guidance – Advising families on guardianship, powers of attorney, and other planning options to ensure loved ones receive the appropriate support while maintaining as much independence as possible.
Customized Legacy & Asset Protection Planning – Developing tailored planning strategies that address each family’s unique circumstances, including asset preservation, tax considerations, and long-term goals for individuals with special needs.
We take pride in making the estate planning process approachable and efficient — giving you peace of mind that your legacy is secure.
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