Special Needs Planning

/Special Needs Planning
Special Needs Planning 2017-07-20T21:20:30+00:00

Terner Elder Law, P.L., helps children and adults of all ages with special needs planning designed to ensure that needed public benefit eligibility continues even when life’s circumstances change. Through first party special needs planning, legal mechanisms can be put into place to allow need-based public benefits like Medicaid and Supplemental Security Income (SSI) to continue notwithstanding an individual’s receipt of a settlement or inheritance. Third party special needs planning can also be coordinated, allowing the family and friends of disabled individuals to provide financial security for their loved ones in ways designed to be compatible with the continued receipt of need-based public benefits. Terner Elder Law, P.L. can help establish first party special needs trusts, third party special needs trusts, testamentary trusts, or can assist with the coordination of pooled special needs trust enrollments.

Not sure what any of that means? Don’t worry – together we’ll take it one step at a time, in plain English, and develop the right plan for you.


Has a trial attorney obtained a settlement for you? Congratulations! Did you know that there are things you can do to receive it in a way that will not cause you to lose your public benefits? Steps also can be taken to protect inheritances.

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Special Needs Planning | Terner Elder Law, P.L.