Special Needs Planning Attorney in Cary, NC

If someone you love depends on you for care, you’ve probably wondered what will happen when you’re no longer here.

We help North Carolina communities create plans that protect government benefits and ensure their loved ones are cared for with dignity and stability.

Who Will Care for Your Loved One When You Can’t?

Parents and caregivers of children or adults with disabilities often carry a quiet but heavy question: what happens when I’m gone?

Many well-meaning people accidentally leave assets or money directly to their loved one, not realizing it could disqualify them from vital programs like Medicaid or SSI. Without the right plan in place, your loved one could lose access to essential care and support services.

Special needs planning gives you peace of mind. It allows you to provide for their future without risking the public benefits they depend on today.

Call us at (919) 913-5328 or click here to get started.

What Should a Special Needs Plan Include?

Special needs planning is more than just legal paperwork. It’s a thoughtful way to protect your loved one’s access to care while ensuring they are supported financially, emotionally, and personally.

Here are some tools we commonly use:

First-Party Special Needs Trust

Funded with your loved one’s own assets, like an inheritance or lawsuit settlement. Protects benefit eligibility while allowing the funds to be used for their care.

Third-Party Special Needs Trust

Funded by parents, grandparents, or other relatives. Allows you to set aside money without affecting eligibility, and any leftover funds can go to other family members.

ABLE Accounts

A tax-advantaged savings tool for individuals with disabilities that allows money to be used for qualified expenses without losing benefits.

Guardianship and Care Planning

We help you name a guardian and outline your loved one’s medical, housing, and support needs, so nothing is left to guesswork.

Could a Simple Mistake Cost Your Loved One Their Benefits?

Lisa wanted to do the right thing. She left her adult son, who has autism, $100,000 in her will. What she didn’t know is that the inheritance disqualified him from the Medicaid services he relied on for housing and care.

It took months of legal work to fix the issue, and during that time, her son’s support services were put at risk. It was a heartbreaking and stressful experience for the entire family.

With the right plan in place, this could have been avoided.

That’s why we work closely with families and individuals to make sure their good intentions never cause harm. We’ll help you protect your loved one now and for the future.

Call us at (919) 913-5328 or click here to get started.

Your Loved One Deserves a Future That Feels Safe and Secure

We’ll help you create a plan that ensures their needs are met and their benefits are protected for life.

Why Special Needs Planning Matters More Than Ever

Planning ahead can bring stability and comfort in a future filled with unknowns. Here’s why this kind of planning is essential.

Protect Their Benefits

Without proper planning, an inheritance or financial gift could result in a loss of SSI, Medicaid, or housing support.

Provide Ongoing Financial Support

Special needs trusts and ABLE accounts allow you to set aside funds that can be used for education, therapy, recreation, or care.

Ensure Quality of Life and Care

With a personalized plan, you can decide who will help manage your loved one’s finances, housing, and medical decisions with clear guidance.

Give Your Loved One the Lifelong Security They Deserve

You’ve worked hard to make sure your loved one is cared for. Now it’s time to put a plan in place that protects them, even when you’re no longer here.

We’ll guide you through it with compassion and clarity, so you can move forward with peace of mind.