Special Needs Planning

Special Needs

If you have a loved one with disabilities, you want to do as much for them as possible.

It is important to plan for the care they will need for the long term. Thankfully, Bercik Law can help you prepare and develop for a lifetime of care.

Special Needs planning focuses on putting the supports in place to set the family up for long range success. Looking beyond tomorrow provides perspective and long-range planning ideas for families to visualize the basic needs of their child from school age, into young adulthood, and the twilight years.  Determining who will provide what support will help identify gaps so that the family can focus on filling in those gaps. 

Special Needs Trusts

Special Needs Trusts and Special Needs Supplemental Trusts provide the framework to allow a person with disabilities and their families to provide for circumstances and opportunities for people with disabilities where the costs would not otherwise be covered by public benefits. Depending on the needs of the family, a Special Needs Trust, a Supplemental Needs Trust, or an ABLE account may be appropriate

Guardianships

Depending on the capacity of your loved one with a disability, either a Power of Attorney with Supported Decision Making plans in place, or a Guardianship, will be appropriate. Guardianships may be Full or Limited depending on the needs of the individual.  Proper planning will ensure continuity of care for your loved one, along with autonomy, dignity, and humanity. 

Julie Kennedy

Special Needs Attorney

At Bercik Law, we have a special needs planning attorney, Julie A Kennedy, Esq.

Ms. Kennedy brings that same level of care and focus to her clients when assisting them through the process of planning for the future with the development of an Estate Plan, Special Needs Trust, or Guardianship that fits her client’s and their family’s particular needs.

Depending on the family dynamics, needs of the child, and the expectations for the future, Ms. Kennedy’s focus remains on putting the supports in place to set the family up for success.

“We have the opportunity now to set up the basic structure for support to build a world where our loved ones with special needs have options, choices, and opportunities. “

Julie A Kennedy – Attorney at Law, Bercik law Tweet

Identify Gaps

Looking beyond tomorrow…

…provides perspective and long-range planning ideas for families to visualize the basic needs of their child from school age, into young adulthood, and the twilight years. 

Determining who will provide what support will help identify gaps so that the family can focus on filling in those gaps. 

It's not too late

Our special needs planning attorney will work with you and your family…

…to create a plan customized for the loved one with disabilities. The plan may include:

  • Estate Planning
  • Special needs Trusts
  • Guardianships
  • Special Needs Planning

It is never to late to start planning for the future of a loved one with disabilities.

The goal is to set families up for success by providing a unique perspective, identifying pitfalls, and exploring creative solutions to find an estate plan that works for their needs.

Contact Our Office Today...

..or call us at 732-483-6300. It is our goal to put you at ease.

Revmont Park
1161 Broad Street (Rt. 35 North)
Suite 215
Shrewsbury, NJ 07702

Tel: 732-483-6300
Fax: 732-676-7636

Recent Posts

This website is for general information purposes only and is not intended to constitute legal advice. Connection to this website, and communication to this law firm via email or other electronic transmission do not constitute an attorney-client relationship with Lauren Bercik Law unless a separate written agreement is signed by you and Lauren Bercik Law as to the nature of any relationship and the amount to be charged for the intended legal services.

© 2022 Lauren Bercik Law            Home   |   Privacy Policy   |   Terms of Use   |   Linking Policy   |   Contact

Call Now!