Michigan Disability Planning Attorney
Special Needs Planning for Your Family's Future
Give your loved one the life they deserve — without compromising the care they need.
Trusted by Over 450 Clients with a 4.9 Star Rating
Very professional and supportive as I moved through the estate planning process. Great communication and very easy to work with. They were upfront about the fee schedule. I highly recommend this firm.
Very professional and supportive as I moved through the estate planning process. Great communication and very easy to work with. They were upfront about the fee schedule. I highly recommend this firm.
Protect What Matters Most
Plan for a Life Full of Opportunity
- Protect Government Benefits :
- Preserve access to Medicaid, SSI, and other essential support programs.
- Plan for Life Expenses :
- Cover education, hobbies, therapies, and other life-enhancing needs.
- Choose Trusted Guardians :
- Select caring individuals to manage your loved one’s financial support.
- Support Long-Term Stability :
- Ensure security and opportunity throughout your loved one’s lifetime.
Understanding the Options
How a Special Needs Trust Supports Your Family
A well-structured plan provides financial support while preserving eligibility for benefits like Medicaid and SSI. It covers life-enhancing expenses such as education, hobbies, and therapies—giving your loved one dignity and freedom.
- Maintain Public Benefits :
- Keep eligibility for programs like Medicaid and SSI intact.
- Enhance Daily Life :
- Fund enriching activities, education, and therapies beyond basic care.
- Trusted Financial Management :
- Choose someone you trust to manage your loved one’s resources.
- Long-Term Protection :
- Protect assets from mismanagement and maintain future stability.
Why Planning Makes a Difference
Protected Planning vs. Direct Gifts
Direct gifts can unintentionally jeopardize your loved one’s access to essential programs. Here's why a protected plan matters.
Protects Benefits
Protected Planning: ✅ Yes
Direct Gift: ❌ No
Trusted Management
Protected Planning: ✅ Yes
Direct Gift: ❌ No
Covers Enriching Expenses
Protected Planning: ✅ Yes
Direct Gift: ✅ Yes
Risk of Losing Benefits
Protected Planning: ❌ No
Direct Gift: ✅ Yes
Provides Long-Term Security
Protected Planning: ✅ Yes
Direct Gift: ❌ No
Our Process for Special Needs Trust
Setting up a strong future shouldn't feel overwhelming. We make the process clear, supportive, and tailored to your family.
Step 1: Initial Consultation
- We learn about your family’s needs and your loved one’s goals.
- We explain your planning options clearly and thoughtfully.
Step 2: Custom Plan Meeting
- Together, we create a plan that preserves benefits and supports a thriving life.
Step 3: Signing and Funding
- We complete documents, assist with funding, and guide you every step of the way.
Common Questions About Special Needs Planning
Meet Your Leadership Team
Whether you need a will, trust, asset protection plan or are in need of medicaid crisis planning, our team is here to help! We are dedicated to providing you with the best legal representation possible. Call us today to book your consultation.
Meet the Whole Team
Request a Consultation
With offices in Rochester and Bloomfield Hills, we’re proud to serve families throughout Michigan. Prefer virtual? We offer video consultations for estate planning, so you can plan from the comfort of home.
Please fill in the form and one of our customer service representatives will be in touch first thing on the next business day.
If you'd rather book a discovery call so you know exactly when to expect a call from our customer success agents, you're welcome to click the link below and find a time that works best for you.
“Their whole team was amazing to work with! The attorneys were very knowledgeable and made it easy to understand. We chose virtual planning process option because it was so much more convenient with my work schedule but they offered to meet in person too of we didn't do zoom. Highly Recommended!”
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