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Special Needs Planning

If you have a loved one with special needs, whether it is a child, sibling or other relative, we realize how important it is to you that they are physically and financially protected if something ever happens to you. At Marshall, Parker & Weber, we know first-hand how the wrong legal documents can strip a person with a disability of their much-needed government benefits.

How We Can Help

You do not want to disinherit your child or beneficiary with special needs, or rely upon another family member to share their inheritance. Through our special needs planning services, we can help you:
  • Identify ways for your loved one to receive care they need.
  • Leave funds for the benefit of the child without causing the child to lose important public benefits.
  • Explore whether a Special Needs Trust is a proper planning tool.
  • Decide whether an ABLE account is appropriate.
  • Develop a plan to protect your child or beneficiary with special needs’ public benefits.
  • Determine what is fair in terms of distributing your estate between your child with special needs and your other children.
  • Marshall, Parker & Weber has helped many families establish an estate plan that gives them the peace of mind of knowing their loved ones with special needs will be in good hands.

What Our Clients are Saying

“My experience with Marshall, Parker & Weber was a smooth, easy and painless job. Mr. Parker answered and explained every step of my special needs trust without making me feel like a fool. It didn’t matter that we asked many questions, all were answered and explained. Mr. Parker’s assistants were kind and helped me out with every need. Thanks, from the bottom of my heart.”

Patricia

Unsure About What You
Need in an Estate Plan?

Everyone can benefit from estate planning documents, but every situation is different. Figuring out what documents make sense for you can be challenging and confusing. We’ve created this estate planning tool to help you decide.