Skip to content 
SPECIAL NEEDS PLANNING IS THE PROCESS OF CREATING A PLAN TO PROVIDE FOR THE CARE AND SUPPORT.
Special Needs Planning In Georgia
Comprehensive Special Needs Planning Services in Georgia
Many believe that special needs planning in Georgia is a complex and costly process, but the reality is quite different. Creating a comprehensive special needs plan is a vital step in securing the long-term well-being and financial stability of loved ones with disabilities, offering not only tailored care arrangements but also ensuring continued eligibility for crucial public benefits. Often, clients come to us at Hurban Law, LLC, believing their needs are too straightforward to benefit from specialized planning, saying, “Our situation is simple; basic estate planning should suffice.” However, they soon discover that the strategic advantages of a detailed special needs plan—such as preserving government benefit eligibility, providing for lifelong care, and managing assets through trusts—can apply to families of all sizes and complexities.
With over 15 years of experience at Hurban Law, LLC, serving the communities of Lawrenceville and Gwinnett County, Georgia, we are committed to providing exceptional, personalized service. We guide each client through the process of creating and managing their special needs plan, ensuring that it aligns perfectly with their personal needs and family dynamics, thus securing the future of their loved ones.
Understanding Special Needs Planning in Georgia
Special needs planning is a focused area of estate planning that addresses the unique needs of individuals with disabilities. This type of planning ensures that individuals with special needs can continue to receive essential care and support throughout their lifetime without jeopardizing their eligibility for public benefits like Medicaid and Supplemental Security Income (SSI).
Why Is It Important for The Elderly?
Special needs planning is crucial for the elderly because it ensures they have the necessary arrangements in place for continued care and support as they age. This type of planning secures not only their financial resources, ensuring that assets are protected and used appropriately for their care, but also maintains their eligibility for critical public benefits like Medicaid and Social Security.
Benefits of Special Needs Planning in Georgia:
Eligibility for Benefits
Ensure your loved one remains eligible for vital government benefits by properly structuring inheritances and gifts.
Financial Security
Provide financial security for your loved one without the risk of mismanagement or loss of benefits.
Peace of Mind
Knowing you have a plan in place that secures your loved one’s future provides immense peace of mind.
Legal Solutions
Each plan is tailored to meet the unique needs of your family and the specific circumstances of your loved one with special needs.
Steps to Effective Special Needs Planning in Georgia
Discuss your family’s needs and goals with our experienced special needs planning attorneys.
Comprehensive review of your financial situation and your loved one’s needs to identify the best strategies.
Development of a detailed special needs plan that includes trust creation, guardianship arrangements, and benefits planning.
Formalizing legal documents and implementing strategies to secure your loved one’s future.
“Special needs planning involves creating a comprehensive plan to ensure that your loved one's needs are met throughout their lifetime.”
– Tim Hurban
What Is Special Needs Planning in Georgia?
Special Needs Planning is the process of creating a plan to provide for the care and support of an individual with special needs. This can include creating a financial plan to ensure that their needs are met both now and in the future, as well as creating a plan for their long-term care and support.
Why Is Special Needs Planning Important?
Special needs planning focuses on setting up a plan that enables you to give assets to your disabled family members for their lifetime use without jeopardizing their financial eligibility for needs-based government benefits.
It can help ensure that your loved one’s needs are met throughout their lifetime, even after you are no longer able to provide for them. This can provide peace of mind for both you and your loved one.
It can help protect your loved one’s eligibility for Government Benefits. Many government programs, such as Medicaid and Supplemental Security Income (SSI), have strict eligibility requirements. Without proper planning, your loved one may lose their eligibility for these programs, which can be devastating.
It can help ensure that your loved one is cared for and supported by people you trust. By creating a plan for their care and support, you can ensure that they are surrounded by a network of trusted caregivers and advocates.
Key Components of a Special Needs Plan
A comprehensive special needs plan should include the following key components:
A financial plan should be created to ensure that your loved one’s needs are met both now and in the future. This can include setting up a special needs trust or other financial arrangements to ensure that your loved one’s assets do not disqualify them from receiving government benefits.
A guardianship and advocacy plan should be created to ensure that your loved one is cared for and supported by people you trust. This can include appointing a guardian, creating a letter of intent, and identifying advocates who can help ensure that your loved one’s needs are met.
A long-term care plan should be created to ensure that your loved one’s needs are met as they age. This can include identifying appropriate housing, care, and support options, as well as creating a plan for their medical care and end-of-life wishes.
A special needs trust should be created to hold assets that will be used to provide for your loved one’s care and support. This can help ensure that their assets do not disqualify them from receiving government benefits.
Discover The Importance Of Special Needs Planning
Special needs planning attorneys are familiar with the most common choices faced by families and can offer advice and suggestions on how to plan for that child’s care. They also understand the ramifications of receiving an inheritance when it comes to eligibility for government assistance.
Have a family member who needs special care and support? call us today!
We are happy to provide a free 15-minute consultation session if you need quick guidance on whether a more in-depth meeting is needed. The free 15-minute sessions can be done either through a phone call or virtually.
