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Special Needs Planning

Planning for loved ones with special needs can be a daunting task. Preserving access to public benefits such as Social Security payments and state medical coverage are of paramount importance to disabled individuals who receive personal injury settlements or to parents who wish to protect a disabled child’s inheritance. This highly technical area of the law incorporates aspects of estate planning, guardianship and administrative law. Attorneys at our firm who focus on this area, work with clients and families to enhance the quality of life for those affected by disability and provide peace of mind that the needs of a disabled loved one will be met.

Special Needs Planning Attorneys

  1. Richard E. Davis, CELA
    Rick joined the law firm of Krugliak, Wilkins, Griffiths & Dougherty Co., L.P.A. in 1998. He chairs the firm’s Estate Planning and Elder Law practice groups. His focus is primarily in estate planning, elder law and special needs… Read more about Richard E. Davis, CELA Attorney At Law
  2. James F. Contini II
    Jim is a director of Krugliak, Wilkins, Griffiths & Dougherty Co., L.P.A., and currently serves as a member of the firm’s management committee. Jim is a certified specialist in estate planning, trust and probate law by the Ohio… Read more about James F. Contini II Attorney At Law
  3. Stephanie Haight
    Stephanie is an associate with Krugliak, Wilkins, Griffiths & Dougherty Company, L.P.A.   Her practice is concentrated in the areas of estate planning, trusts and probate law and elder law, which includes the drafting of Wills,… Read more about Stephanie Haight Attorney At Law
  4. Jennifer L. Lile, CELA
    Jennifer L. Lile is a director with Krugliak, Wilkins, Griffiths & Dougherty Company, L.P.A. Her practice focuses on the areas of estate and special needs planning, trust, probate and elder law.  Her practice areas include: … Read more about Jennifer L. Lile, CELA Attorney At Law

Special Needs Planning News Articles

Medicaid Planning Before & After A Loved One Enters a Nursing Home
Krugliak, Wilkins, Griffiths & Dougherty Co., L.P.A.
09.02.11
As I grow older, I feel like I become smarter.  I am not sure if that is really the case but at least thinking that makes me feel better.  Experience has taught me that the unknown is usually worse than the reality.  Many times… More of "Medicaid Planning Before & After A Loved One Enters a Nursing Home"

Special Needs Planning Legal Alerts

The Use of Stable Accounts for Estate Planning For Disabled Individuals
Krugliak, Wilkins, Griffiths & Dougherty Co., L.P.A.
01.06.17
As a result of the Achieving a Better Life Experience (ABLE) Act of 2014, individuals will soon be able to establish STABLE accounts when doing estate planning for disabled family members.  This new federal law allows families to assist… More of "The Use of Stable Accounts for Estate Planning For Disabled Individuals"
Estate Planning for Children on Social Security Disability or Supplimental Security Income
Krugliak, Wilkins, Griffiths & Dougherty Co., L.P.A.
03.11.15
Social Security Disability (SSD) and Supplemental Security Income (SSI) are two governmental programs that provide a monthly benefit to disabled individuals.  Since these two governmental programs have different qualifications, it… More of "Estate Planning for Children on Social Security Disability or Supplimental Security Income"