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Ambler Keenan Mitchell Johnson

Estate Planning Law Firm

CALL US TODAY 303-407-1542
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Home Services Special Needs Planning

Special Needs Planning

Families who have a family member with a disability must plan for the future very carefully. How assets are left after your death can have a tremendous impact on the quality of life for that person. In the past, a Will may have been enough, but times have changed. To protect a person with special needs, a well-defined estate plan is vital.

How A Special Needs Trust Works

A Special Needs Trust allows a parent, grandparent or guardian to provide funds for a disabled child without disrupting the child’s eligibility for government aid. Setting one up is a fairly simple process. Important points to remember while investigating the use of this estate planning tool are:

  • Decide on an appropriate guardian for your child
  • Determine who would be a suitable Trustee(s) to manage the Trust’s assets and supervise your child’s finances
  • Outline instructions for your child’s education, housing, personal and emotional needs

Our law firm helps families address the financial, legal and social aspects of a person’s life to develop an effective plan for the future. Our goal is to ensure that their needs are met and that they have the opportunity to expand their horizons and follow their dreams.

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News

Understanding Undue Influence – Part I

Whenever a client’s Estate Plan deviates from the expected disposition, it raises questions. Most of the time, clients have consulted with a competent … [Read More...] about Understanding Undue Influence – Part I

How Do I Trust Thee…Part III

If a client’s Estate Plan involves a revocable trust, then the client needs to decide who will serve as trustee after the client dies. Sometimes, … [Read More...] about How Do I Trust Thee…Part III

How Do I Trust Thee…Part II

When clients undertake Estate Planning, they face the difficult decision of naming one or more individuals to serve in various fiduciary positions. If … [Read More...] about How Do I Trust Thee…Part II

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Monday7:30 AM - 5:00 PM
Tuesday7:30 AM - 5:00 PM
Wednesday7:30 AM - 5:00 PM
Thursday7:30 AM - 5:00 PM

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Ambler Keenan Mitchell Johnson
950 S. Cherry St., Suite 1650
Denver, CO 80246
United States (US)
Phone: (303) 407-1542
Fax: (303) 321-1899

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