Special Needs Planning
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Our firm assists families in planning the transfer of assets to loved ones with special needs so that the disabled individual can benefit from inheritance yet still qualify for valuable governmental programs such as Supplemental Security Income and Title 19 (Medical Assistance).  Our attorneys review life insurance and retirement benefits to make certain that persons with special needs can benefit from these assets without losing their important governmental benefits.

Attorneys:

John A. Stocking
Laura J. Petrie