Protecting Your Loved Ones Preserving Your Assets

South Dakota Special Needs Planning Lawyers

Helping Special Needs Caretakers Plan Their Future for Close to 30Years

If you have a loved one with special needs, you know how labor-intensive, constant, and costly it can be to care for them. Special needs planning is a particular arm of estate planning that helps your loved ones continue to take care of themselves after you are gone. By handling the complex financial and logistical aspects of these arrangements, Aspen Legacy Planning can provide you with peace of mind from knowing your loved one will be cared for. Let our South Dakota estate planning and elder law attorneys help you learn more about planning for special needs care by calling today.

Schedule your no obligation consultation with Aspen Legacy Planning today by dialing (605) 610-4016 or contacting us online.

Benefits of Hiring Comprehensive Special Needs Planning Lawyers

Generally speaking, government programs that provide for special needs individuals are reserved for those who fall below a certain economic threshold. For this reason, you must be very careful about what you choose to transfer to them upon your passing, whether it be property or your life insurance policy.

By hiring an experienced legal professional to help, you will have an easier time:

  • Helping your loved one with special needs remain eligible for public care programs
  • Setting up a special needs trust to provide for additional expenses that your loved one may incur
  • Explaining how gifts or any inheritance can disrupt their public assistance

A special needs trust can be a crucial step in your estate planning process because it could allow you to provide for your loved one without jeopardizing their Medicaid or Social Security.

Establishing a Special Needs Trust

Another complicated facet of special needs planning is appointing a guardian to help them with important decisions taking place after they turn 18 years old. You should place the task of special needs planning in the hands of someone knowledgeable and trustworthy. At Aspen Legacy Planning, Principal Attorney Stephen J. Wesolick has over 30 years of experience and can walk you through the steps to determine what arrangement suits your needs.

Call our office today at (605) 610-4016 to start the planning process.

The Roots of Our Practice

  • No-Obligation Consultations

    We offer in-person, phone, and video consultation to fit your schedule.

  • Over 30 Years of Legal Experience

    Benefit from decades of proven expertise and dedicated advocacy.

  • Client-Centered Legal Representation

    With integrity, respect, and a commitment to your best interests, we provide trusted legal counsel tailored to your unique needs.

Over 30 Years of Experience View Our Video About Aspen Legacy Planning