We counsel families that have children with special needs regarding supplemental needs trusts, guardianship, and related planning issues.

If you have a special needs child and desire to meet to discuss planning for that child, please complete the questionnaire below and return it to us along with one of the estate planning questionnaires on the Getting Started page.

To help facilitate a consultation regarding special needs planning, the following guide discusses many of the important issues surrounding supplemental needs trusts.

In addition, below are two outlines relating to supplemental needs trusts and guardianships:

If you have any trouble downloading the guide or outlines, please contact us and we will mail or fax a copy to you.

Please note: In order to access the linked files, you will need to have the free Adobe Acrobat Reader ® installed on your computer. Click here to download the reader.