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Special Needs Planning

Nothing is more important than the protection of your family. At Lum, Drasco & Positan, we offer a variety of estate planning services to help our clients with this critical objective in mind.

In addition to assisting our clients with wills and other estate planning instruments, we also assist clients with business succession planning and other key matters. One very important concern of clients who have a disabled child is special needs planning.

The term special needs planning refers in large part to the draft and review of estate planning documents, including special needs trusts, that are designed to help disabled people protect their eligibility for various government benefits. Certain government benefits are provided only to people with limited economic means and a large inheritance can jeopardize an individual's eligibility for such benefits.

Do You Have A Child, Sibling Or Other Family Member With A Disability?

If you have a disabled family member, do not delay taking action. Unfortunately, tragic accidents, sudden illnesses and other tragic events often come without warning. Putting in place a special needs trust or other legal measure to protect a disabled family member will provide the protection he or she needs and the peace of mind you deserve.

Our experienced estate planning attorneys can provide comprehensive assistance, including:

  • Draft of special needs trusts
  • Legal instruments that carefully detail who should take care of a disabled child or adult should you pass away or become incapacitated
  • Other critical legal measures to protect a loved one who is disabled

Put our experience to work for you. Our lawyers will work closely with you, taking time to understand your objectives and providing legal services tailored to meet your needs.

Contact A New Jersey Special Needs Trust Attorney

From our office in Roseland, we serve clients throughout northern New Jersey and New York City. To schedule a consultation with an New Jersey special needs planning attorney at our firm, call 973-403-9000 or contact us by email.

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