Skip to content
Transparent menu logo
  • AboutExpand
    • Meet Attorney Brian Musell
    • Why work with us
    • How We Are Different
    • How To Get Started
    • More Than Just Money
    • Your Family’s Lawyer For Life
    • How Much Does It Cost
  • Who We HelpExpand
    • Planning For Blended Families
    • Planning For Your Children
    • Planning For a Life Partner
    • Planning For Single Parents
    • Planning In Peak Earning Years
  • ServicesExpand
    • Asset Protection Planning
    • Estate Administration
    • Estate Tax Protection
    • Conservatorship
    • Estate Planning
    • Guardianship
    • Probate
    • Special Needs Planning
  • Blog
  • Contact
Client Portal
Transparent menu logo

Special Needs Planning

Special Needs Planning – Tailored To Your Needs

Estate planning for a family with special needs children comes with a complex set of financial, social, and medical issues that some lawyers are ill-equipped to handle. But the experienced special needs planning attorneys with Colorado Wills and Estates are dedicated to ensuring your child with special needs will be well taken care of when you’re no longer able to serve as the primary caregiver.

We offer a variety of estate planning tools and strategies designed to accommodate the unique circumstances presented by children with special needs and their families in Colorado. We can help you pass on the financial assets needed for your child to live a rich quality of life without jeopardizing their eligibility for government benefits. We’ll also assist you in finding and appointing a trusted guardian and/or trustee to look after them in the event of your death or incapacity. And we’ll help with locating the best residential opportunities—as well as the means to pay for them.

Special Needs Trusts

One “Catch-22-like” situation surrounding estate planning for those with special needs is leaving enough money to pay for the massive amount of care and supports these individuals typically need throughout their lifetimes. Yet, if parents leave a large lump sum of money directly to a child with special needs, they risk disqualifying him or her for government benefits like Medicaid and Supplemental Social Security Income.

Fortunately, the government allows assets to be held in what’s known as a “special needs trust” to provide supplemental financial resources for the physically, mentally, or developmentally disabled child without affecting their eligibility for public healthcare and income assistance benefits. That said, the rules for such trusts are quite complicated.

For instance, funds from a special needs trust cannot be distributed directly to the disabled beneficiary and must be disbursed to a third-party who’s responsible for providing the goods and services they need to maintain a comfortable lifestyle. What’s more, the requirements for a child with special needs change dramatically over time, as do the laws governing public benefits.Given this, it’s vital to work with an experienced special needs attorney who can create a comprehensive special needs trust that’s both properly structured and appropriate for your child’s specific situation.

Special Needs Planning & Trust For Colorado Children

Contact Colorado Wills and Estates if you need estate planning for your child with Down syndrome, autism, cerebral palsy, or another developmental or intellectual disability. Our team of experienced Colorado special needs planning lawyers can develop a sustainable living plan for your child with special needs that will provide them with the finances they need to live a full life, while preserving their access to government benefits.

Name guardians for free

Having a will or naming godparents is simply not enough to keep the court system from making decisions about your children’s care in the event of your incapacity or death. Don’t let a judge, who doesn’t know you or what matters to you, decide who raises your children or handles the money you’ll leave behind.

Name Guardians for free!

Our Services

Asset Protection Planning
Conservatorship
Estate Administration
Estate Planning
Estate Tax Protection
Guardianship
Probate
Schedule a 15-minute call
Free online training

Free Online Training

Wills & Living Trusts: Avoid the 3 Biggest Mistakes That People Make

Learn More
Got any Questions?

Connect With Brian Musell, Esq.

Have you been thinking about how to protect your loved ones when you are no longer around?

Do you have a current will or trust that you would like reviewed by a trusted estate planning attorney?

  • Brian Musell

I’m Interested

Contact me to find out how we can help you protect your loved ones from court and from conflict.

Services

  • Asset Protection Planning
  • Conservatorship
  • Estate Planning
  • Estate Tax Protection
  • Guardianship
  • Probate
  • Special Needs Planning
  • Trust and Estate Administration

Office

3801 E. Florida Ave, Ste. 830 Denver, CO 80210
(720) 647-5280

Hours

Mon – Fri 8:00AM-6:00PM MST Evenings and Weekends By Appointment

Helpful Links

  • Meet Attorney Brian Musell
  • How To Get Started
  • Why work with us
  • More Than Just Money
  • How Much Does It Cost
  • Your Family’s Lawyer For Life
  • Schedule A 15-Minute Call

© 2021 Colorado Wills & Estates 

Stay In Touch

Facebook Twitter Linkedin
  • Home
  • Disclaimer
  • Privacy Policy
Scroll to top
  • About
    • Meet Attorney Brian Musell
    • Why work with us
    • How We Are Different
    • How To Get Started
    • More Than Just Money
    • Your Family’s Lawyer For Life
    • How Much Does It Cost
  • Who We Help
    • Planning For Blended Families
    • Planning For Your Children
    • Planning For a Life Partner
    • Planning For Single Parents
    • Planning In Peak Earning Years
  • Services
    • Asset Protection Planning
    • Estate Administration
    • Estate Tax Protection
    • Conservatorship
    • Estate Planning
    • Guardianship
    • Probate
    • Special Needs Planning
  • Blog
  • Contact
Book an appointment
Search