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Special Needs Planning

Planning for a loved one with special needs requires careful consideration. Those considerations can often feel overwhelming and it is difficult to navigate the complexities of financial preparation, securing benefit eligibility, and estate planning to manage short and long-term care needs. However, it is possible to plan and protect your family despite life’s uncertainties.

Some of the many issues that must be contemplated include:

  • What are your options to ensure proper planning and care of your loved one?

  • If your loved one inherits property or money, or receives a life insurance policy or settlement payment, how will that impact their eligibility for benefits like SSI or Medicaid?

  • What is his or her legal capacity? Is there a need for a guardianship either now or in the future?

  • How will financial needs following the death of the caregiver be managed? Are there other children to consider in the planning process?

  • Are there limitations on what a special needs trust can pay for, and does the trustee understand the financial issues around special needs support?

No one knows what the future will bring. Don’t put off planning any longer. Our firm is ready and waiting to hear your concerns and help you identify the best solution for you and your loved one.

At Frankel Estate Planning & Elder Law, LLC, we listen to your unique situation and concerns so that we can properly advise you to accomplish your goals and protect your family and resources. We understand that you are deeply invested in the care of your loved one and want to secure a safe future for them. We can help you evaluate your options and put together a plan to best support them and provide you with valuable peace of mind.

Please contact us to learn more about the specific Special Needs planning services we offer by calling (610) 897-8994.

You're a Parent...

Have you taken charge of your child's future and built a fortress of protection that will last a lifetime?

This guide will teach you why preparing for your child's future is so important!

Get the steps needed to plan for the future care of your child with special needs, the right way.

Learn how to build a fortress of protection around your child that will last a lifetime.

Discover how to set up a Special Needs Trust that will protect your child's eligibility for government benefits.

Know when and whether to become a guardian for your adult child with special needs.

The Special Needs Freedom Guide walks you through everything you need to know for the absolute peace of mind of knowing that no matter what happens,

your child's future will be secure.


The Special Needs Freedom Guide

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Wondering if this Guide is right for you?

Just Ask Yourself...

The Special Needs Freedom Guide will help you answer these important questions and so much more! Download it today!


What would happen to your child with special needs if something happened to you?


What would happen to your other children?


What would happen to your most treasured belongings?

This gift brought to you compliments of Frankel Estate Planning.

Answering life's tough questions.


This Guide will teach you why preparing for your child's future is SO important.

Fill out the form above or leave a message on our brochure request hotline.

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