Serving Clients Throughout Wisconsin & Illinois 
Special Needs Protecting Your Family & Legacy

Madison Special Needs Planning & Trust Lawyers

Protecting the Future of Your Loved Ones with Disabilities

At Estate Law Partners, LLC, we provide special needs estate planning services. If you are a parent of a child who has special needs, we can help you carefully plan for their future. What will happen to your loved one when you are no longer there to assist them? Our Madison special needs attorneys can help you prepare an estate plan that coordinates all of your child's financial, legal, and special care needs.

Call our experienced estate planning lawyers today at (608) 292-5185 to schedule a free consultation.

Your Special Needs Estate Planning Options

There are a variety of trusts that are designed to assist with the unique challenges that arise with special needs estate planning. The two most common types include:

  • Support trusts – This type of trust allows a parent (the trustee) to provide for their child’s basic needs, such as medical care, clothing, food, shelter, and educational services. However, a support trust prevents the child (the beneficiary) from being eligible for Medicaid or Supplemental Security Income (SSI). Those whose children will need Medicaid or SSI should consider an alternative option to a support trust.
  • Special needs trusts – Many parents find that the best way to plan for their child with a disability is through a special needs trust. This type of trust provides a means of managing the necessary resources for their child, while the child remains eligible for public assistance benefits.

Special Needs Trusts

If you have loved ones with disabilities, a special needs trust is an essential component of your estate plan. One option for this type of trust is a stand-alone trust that is funded with separate assets. Alternatively, you may choose to make a special needs trust a sub-trust of any existing living trust.

There are two types of special needs trusts:

  • Third-party special needs trust: This type of trust is created with one’s assets that are a part of an estate plan. In this case, the assets would be administered by a will or a living trust.
  • Self-settled special needs trust: A trustee, such as a parent, legal guardian, or grandparent, funds a trust with the child’s assets. One common example of this is when a child receives compensation for a personal accident claim and he or she will need lifelong care.

Assistance for Special Needs Estate Planning

Preparing an estate plan for your child with special needs requires substantial research and planning. Estate Law Partners, LLC is here to guide you through every stage of the estate planning process, including the creation of a special needs trust. Call today to discuss your situation with our experienced special needs lawyers in Madison.

Here are some resources you may find helpful in the planning process:

Contact Estate Law Partners, LLC today at (608) 292-5185 for professional assistance with special needs estate planning.

The Stories That Matter

Read Our 5 Star Reviews
  • She was very responsive and always made sure to answer any questions we had.

    “Our experience with Danielle was very professional and efficient even with having to do everything through zoom due to Covid. She was very responsive and always made sure to answer any questions we ha ...”

    - Shannon
  • [Matt] was very engaging and rephrased any questions we didn't udnerstand.

    “Matt was able to answer my questions without all the legal mumbo jumbo. He was very engaging and rephrased any questions we didn't udnerstand. Due to COVID pandemic, we were limited to a phone ...”

    - Steven
  • [Matt] was very helpful...

    “He was very helpful in answering our questions and providing guidance that we understood.”

    - Troy
  • He took the time to understand our goals and our family situation. He was friendly, thorough, and very knowledgeable.

    “What a great attorney! He explained everything to us in plain English, with no legal jargon. He took the time to understand our goals and our family situation. He was friendly, thorough, and very ...”

    - Mark
  • He was wonderful...they asked all the right questions, were patient with our back and forth, and everything was wrapped up successfully.

    “My husband and I needed a will and turned to this firm for their help after the firm had invited us to a "what is estate planning all" about dinner/meeting. Having a will was something we knew we ...”

    - Kris
  • Wealth Counsel
  • National Association of Estate Planners & Councils

What Sets Us Apart?

Our Philosophy
  • Cutting Edge
  • Authentic
  • Respect
  • Empathy

Take the Next Step

Schedule Your Consultation Today
  • Please enter your first name.
  • Please enter your last name.
  • Please enter your phone number.
    This isn't a valid phone number.
  • Please enter your email address.
    This isn't a valid email address.
  • Please enter your address.
  • Please enter your city.
  • Please make a selection.
  • Please enter your zip code.
    This isn't a valid zip cide.
  • Please make a selection.
  • Please make a selection.
  • Please enter a message.