Special Needs Planning

Sometimes disabled individuals find themselves with income or assets that will put them over the limit for eligibility to receive SSI, Medicaid, public housing, and other public benefits.

The attorneys at The Law Office of Kimberly L. Kelly, LLP help disabled individuals and their families when they inherit assets or are trying to qualify for public benefits and have excess assets by doing the following:

  • Establishing self-settled trusts (d4A) for disabled individuals
  • Establishing pooled trust accounts for disabled individuals over age 64 or those who do not have a trustee for a self-settled trust
  • Devising estate plans for family members who want to preserve assets for disabled children in the future
  • Working with the individual public benefits organizations to apply for and maintain benefits for disabled individuals

Contact our firm to schedule an appointment to discuss Special Needs Planning.