Special Needs Planning Albany NY, Saratoga Springs NY, Kingston NY & Beyond

Herzog Law Firm offers compassionate special needs planning and guidance to parents and guardians in Albany, Saratoga Springs, Kingston, and greater NY State. We’ll walk alongside and guide you in implementing a holistic care plan that ensures the protection and wellbeing of your loved ones with special needs.

What is Special Needs Planning?

Special needs planning is a holistic approach to the legal, financial, and social planning necessary to maintain and protect the assets of an individual with special needs, ensure that all appropriate government benefits are obtained, and establish the legal and financial protection and health directives necessary to grant the individual the opportunity to live a rich and fulfilling life.

The Process

At Herzog Law Firm, our special needs planning process helps clients ensure their loved ones will be cared for throughout their lifetime, even after our clients are gone.

Many persons with disabilities receive government benefits including Medicaid, Medicare, Social Security Disability, and Supplemental Security Income (SSI) to fund essential medical services and daily housing and care needs. Some of these programs are income and/or asset sensitive. Herzog Law Firm helps clients set up special needs trusts to provide for their loved one for years to come.

Benefits of Special Needs Planning

  • Guides you through the process of applying for special-needs government programs
  • Assists in establishing a future care plan
  • Maintains and protects the assets of an individual with special needs
  • Ensures that all appropriate government benefits are obtained and maintained
  • Ensures there are legal, financial, and health decision-makers in place now and in the future
  • Grants the individual the opportunity to live a rich and fulfilling life, at his or her own level of success
  • Provides protection for future special needs beneficiaries
  • Adding language to safeguard future special needs beneficiaries

Key Components of Special Needs Planning

Guardianship Proceedings

Proceedings that determine the guardianship of an incapacitated adult

Special Needs Trust

A trust that allows an individual with special needs to continue receiving needed governmental assistance

Future Care Plan

A plan ensuring beneficiaries with special needs will be cared for in accordance with the desires of caregivers should they pass away

Connect With Us

Want more information about special needs planning? Herzog Law Firm serves Albany, the greater Capital Region, and greater NY state. For compassionate assistance or to schedule a free consultation, contact Herzog Law Firm at (518) 465-7581 or fill out the form below.