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Long Island, NY Special Needs Estate Planning

Serving Long Beach, Flushing, and the Surrounding Long Island, NY Area


Special Needs Estate Planning focuses on providing for the special needs of our loved ones with disabilities when we are no longer there to organize and advocate on their behalf. Parents of children with special needs must make careful estate planning choices to coordinate all of the legal, financial, and special care needs of their children – both now and in the future.

 

  • Special Needs Planning
  • Resources
  • Calculators

An Overview of Special Needs Estate Planning


There are several types of trusts to assist with these special planning challenges. The most common types are Support Trusts and Special Needs Trusts.

 

Special Needs Estate Planning Online Resource Center


Planning for your loved one with special needs requires extensive research to become a well-educated advocate. You will want to keep up-to-date on the latest medical, educational, financial, and legal changes. David Ullman, P.C. provides assistance to you and your family in addressing your unique concerns. We hope this Special Needs Resource Center provides you with a quick reference to find the additional resources you may need.

  • Social Security Resources:
    Benefits for Children with Special Needs
    Social Security Benefits Eligibility Screening Tool
  • Handbook for Trustees: A special needs trust can be a very powerful aid in managing care for a family member with a disability. It can provide supplemental items like therapy, respite care, dental work, companions, entertainment, education -- all without interfering with the beneficiary's SSI, Medicaid or other government programs. The special needs trust can be a flexible tool. It can also be very difficult and confusing to administer. Download a free copy of the Handbook for Trustees
  • Exceptional Parent online: Online resource for the special needs community, including families, caregivers, physicians, allied health care professionals, and teachers.
  • The Arc: The Arc is a national organization of and for people with mental disabilities and related developmental disabilities and their families. The Arc works to promote and improve support and services for people with mental disabilities and their families and also fosters research into and education about the prevention of these disabilities in infants and young children.
  • National Academy of Elder Law Attorneys: The National Academy of Elder Law Attorneys is a non-profit association that assists lawyers, bar organizations and others who work with older clients and their families. The Academy provides information, education, networking and assistance to those who deal with the many specialized issues involved with legal services to the elderly and people with special needs.
  • National Alliance on Mental Illness: The National Alliance on Mental Illness (NAMI) is dedicated to improving the lives of persons living with serious mental illness and their families. There are NAMI organizations in every state and in over 1,100 local communities across the country.
  • National Dissemination Center for Children with Disabilities: The National Dissemination Center for Children with Disabilities (NICHCY) serves as a central source of information on disabilities in children and youth. The NICHCY Web site has a State Organization - Search by State tool to assist you in finding contact information for disability-related organizations in every state.
  • Annual Disability Statistics Compendium: 2009: This publication, the first Compendium, focuses on state-level statistics published by Federal agencies.

 

Calculating Your Loved One's Future Financial Needs


These calculators can help you project the future expenses of an individual with special needs.

 

 

Long Island, New York Estate Planning Attorney, David Ullman, offers comprehensive life planning in the areas of wills & trusts, medical directives, powers of attorney, health care documents, probate & estate administration, long-term care planning & Medicaid qualification, probate avoidance, planning for business owners, small and family business succession, asset protection, charitable planning, estate tax planning, veterans benefits, and special needs planning. David Ullman serves the Long Island Area, including Long Beach, and Flushing, NY.

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David Ullman, P.C.
293 Castle Avenue, Suite 1B, Westbury, NY 10591 | Phone: (516) 542-6356 Email: info@ullmanestateplanning.com