If you have a child or other loved one with special needs, you know very well the hard work that goes into making sure your loved one is well cared for and receives all the opportunities they need to succeed in life. A Special Needs Trust is a powerful tool that ensures your loved one is cared for after you are gone and that they still maintain their government benefits. Stephen has given numerous presentations to different special needs advocacy groups about special needs trusts and helped countless families set up a special needs trust for their loved one.

When someone dies, whether or not they have a trust, there is work to be done. If there is a trust, we will advise the Trustee on their legal duties and help them through the entire process. If someone dies without a trust, a probate will likely be needed if the estate has real property or is valued at more than $150,000. For smaller estates, there is an easier process to transfer assets to heirs. Regardless of your situation, if a loved one has died, we are here to help.