Close Menu
704-286-8437
Call now

Dedicated Special Needs Planning Attorneys in Charlotte, North Carolina

At Daly Mills Estate Planning, our experienced Charlotte attorneys know when individuals, families, and trusts serve as caregivers for disabled or elderly persons with special needs, they require customized legal solutions to ensure the dependent’s quality of life is maintained now and going forward.

That starts by protecting both the caregiver’s livelihood and their loved ones’ futures through properly drafted estate and financial plans. These documents create secure and effective legal strategies that bring peace of mind to our North Carolina clients when they are no longer able to provide that security on their own.

Our special needs planning attorneys in Mecklenburg County focus on removing all potential obstacles from the long-term preparation and protection process while helping eliminate the fear of the unknown.

How Can I Protect My Special Needs Loved One’s Future?

No matter what type of special needs a loved one has, the most daunting question caregivers face is, “If something happens to me, who will take care of you?”

Our Charlotte special needs planning lawyers have answers that fit each of our client’s unique circumstances.

We provide both real-time solutions and long-term strategies to help ensure the dependent’s inheritance will not alter, diminish, or destroy their existing Medicaid, Special Assistance, and Supplemental Security Income benefits.

At Daly Mills Estate Planning, our skilled North Carolina special needs planning attorneys regularly handle complex cases to supplement the dependent’s existing benefits without the government’s interference.

That may include:

  • Drafting Special Needs Trusts to establish long-term financial security and responsible asset disbursements.
  • Establishing, defending, or administering guardianships and conservatorships.
  • Composing wills and trusts, trust administration, and attending court appearances for financial planning and legal assistance.
  • Administering estates and trusts for third parties.
  • Distributions and fiduciary accounting for trust and estate monies to help ensure that funds and transfers are handled properly.
  • Confronting the issue of personal control of healthcare decision-making and advanced directives.

If your loved one received a structured settlement or personal injury award that could jeopardize their access to public benefits, we can also help maintain their Medicaid, Supplemental Security Income, and entitlement program eligibility through special needs planning and protection strategies.

If you are the caregiver for a person with special needs and have questions about planning for their current or future health and personal care requirements, contact our skilled special needs planning lawyers in Charlotte today.

Our Charlotte Estate Planning Attorneys Also Focus on Following Following Areas:

Contact Our Dedicated Special Needs Planning Attorneys in Charlotte, North Carolina

To learn more about how we can help you and your family create a customized special needs plan that will help protect your loved one’s future and provide proper care when you are no longer able to provide it on your own, call us at 704-595-2433 to schedule an initial consultation with our Charlotte estate planning attorneys at Daly Mills Estate Planning in Charlotte, North Carolina today.