Casey & Lundregan, P.C.
Call For Your Free Consultation
Local: 978-224-8893 Toll Free: 800-785-3588

Tips to develop an estate plan for a child with a disability

Do you have a child with a disability? Are you concerned about what will happen to him or her when you pass on?

Since you care for this person and understand his or her daily needs, you may struggle with the idea that you will not be around forever. This is where a detailed estate plan comes into play.

Here are some tips for developing an estate plan for a child with a disability:

-- Get organized and stay organized. This is job number one, as disorganization can make it a challenge to stay on track. From keeping your estate planning documents in a safe place to reviewing these often, don't make any mistakes in regards to organization.

-- Consider all your options. There is more than one type of estate planning strategy if you have a disabled child. For example, a special needs trust may make the most sense but you don't want to stop there. Consider every option that is available to you, from a power of attorney to advance health care directives.

-- Work with an attorney. There is more to estate planning than meets the eye. This is not a do-it-yourself project, especially when you have a disabled child who will require special attention after your death.

There is a lot that goes into developing an estate plan when you have a child with a disability. By taking the right steps at the right time, you'll find it possible to get on track without delay. This will go a long way in putting your mind at ease.

Source: Special Needs Alliance, "Developing an Estate Plan for Parents of Children with Disabilities: A 15-Step Approach," accessed June 20, 2017

No Comments

Leave a comment
Comment Information
Email Us For a Response

How Can We Help You? Schedule Your Free Consultation Today!

Bold labels are required.

Contact Information

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.


Privacy Policy

Office Location
71 Washington Street
Salem, MA 01970

Toll Free: 800-785-3588
Phone: 978-224-8893
Fax: 978-745-3607
Salem Law Office Map

Phone Numbers