The Challenge

Planning for a family member with a disability requires highly specialized knowledge. An inheritance misstep or a poorly structured account can unintentionally disqualify your loved one from essential government benefits like SSI or Medicaid.

How We Help

Benefits Navigation: We help you structure assets designed to preserve eligibility for crucial state and federal support programs.
Trust & ABLE Coordination: We work alongside your legal team to support the proper funding of Special Needs Trusts (SNTs) and the effective use of ABLE accounts.
Care Team Alignment: We guide you in drafting and maintaining a comprehensive Letter of Intent for future trustees and caregivers.
Family Wealth Integration: We ensure your specialized planning integrates seamlessly with your own retirement and tax strategy.

Talk with a ChSNC®-Credentialed Advisor

Dedicated Planning for Families with Special Needs

The Challenge

How We Help