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Ambler Keenan Mitchell Johnson

Estate Planning Law Firm

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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.

Click here for a FREE report: “A Special Child Needs Special Planning”

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News

beneficiary

Beneficiary Designations

Beneficiary designations can be deceptively simple. You simply designate the person to whom you want the assets to go. But their simplicity is sort of … [Read More...] about Beneficiary Designations

Joint Tenancy Problems in Estate Planning

Sometimes people use Joint Tenancy as an easy, simple way to do Estate Planning. However, this can have serious, unexpected drawbacks. Read on to … [Read More...] about Joint Tenancy Problems in Estate Planning

Dynasty Trusts

What’s a “Dynasty Trust?” Such a trust is one that continues for the maximum term possible. There can be estate tax advantages to such a trust. Read … [Read More...] about Dynasty Trusts

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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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