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Special Needs Planning and Protection Attorneys in Mooresville, Charlotte, NC

Our dedicated special needs planning and protection attorneys in Mooresville at Daly Mills Estate Planning have provided the legal solutions caregivers need to protect both their livelihoods and their loved ones’ futures through properly drafted estate and financial plans.

We provide customized solutions for individuals, families, and trusts throughout North Carolina that help to securely and effectively protect our clients now and going forward because this is also our home.

Our lead estate planning and elder law attorney, Danielle Feller, is a local North Carolinian at heart. The daughter of a Mooresville Graded School District member, Ms. Feller graduated from Mooresville High School and attended both undergraduate and law school in Raleigh before moving back to Iredell County to further her law career by developing important legal solutions for those in her community.

It is also where our attorney Miranda Mills was born and raised, home to her Alma Mater, the Wake Forest University School of Law, and where her parents and family live.

When our clients care for loved ones with special needs, their dedication to providing the quality of life their children, parents, or other beloved relatives need is unmatched in both compassion and care.

The question becomes, what happens when the caregiver is no longer able to provide that security?

If you have questions about protecting your loved ones and providing the care they need after you are no longer able to provide it yourself, contact our skilled special needs planning and protection lawyers in Iredell County at Daly Mills Estate Planning today.

Dedicated Special Needs Planning and Protection Attorneys in Iredell County, North Carolina

One of the most daunting questions our clients ask themselves is, “What will happen to my loved one with special needs if I am no longer here?”

We have answers that will provide both real-time solutions and long-term strategies that will specify their inheritance is not to alter, diminish, or destroy their existing Medicaid, Special Assistance, and Supplemental Security Income benefits, but is reserved to supplement them without the government’s interference through the compilation of a special needs trust either within your will or under a separate document.

At Daly Mills Estate Planning, our skilled special needs planning and protection attorneys in the Lake Norman area regularly handle complex cases involving:

  • Special Needs Trusts to provide long-term financial security and responsible asset disbursements through the drafting of wills and trusts, with specific language for special needs.
  • Medicaid, Supplemental Security Income, and entitlement program eligibility, specifically when structured settlements or personal injury awards jeopardize access to public benefits.
  • Guardianships and conservatorships establishments, defenses, and administration when necessary or required to meet the needs of an elderly or disabled family member.
  • Financial planning and legal assistance for individuals with disabilities, including drafting wills and trusts, trust administration, and court appearances.
  • Estate and trust administration requires a third-party administrator to oversee an estate or trust.
  • Trust and estate distributions and fiduciary accounting to distribute trust and estate monies to help ensure that funds and transfers are handled properly.
  • Healthcare decisions and advanced directives to confront the issue of personal control of healthcare decision-making as it pertains to our disabled and elderly clients.

We partner with our North Carolina residents using affordable, upfront rates, so everyone in our communities has access to experienced legal representation while retaining more of what is theirs, instead of paying uncertain legal fees.

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 and protection lawyers in Charlotte, NC today.

Why Choose Our Dedicated Special Needs Planning and Protection Attorneys at Daly Mills Estate Planning?

Our lead attorney, Danielle Feller, understands first-hand how important it is to make sure a person’s estate planning, asset protection, and estate administration needs are taken care of. When Danielle’s father was unexpectedly diagnosed with terminal cancer in 2016, Danielle made sure her parents spoke to an estate planning attorney to update their wills and powers of attorney documents. After Danielle’s father passed away, she personally experienced and witnessed how stressful and emotional it can be to administer a loved one’s estate while trying to grieve. It was then that Danielle made it her goal to help others plan for the unexpected and relieve the stress and burden during the process.

Danielle Feller is an AV Preeminent Rated attorney in Estate Planning, Rising Star Super Lawyer, and has an Avvo rating of 10.0.  She is regularly appointed by the Iredell County Clerk’s Office to be an attorney Guardian ad Litem for Special Proceedings.

Danielle is a member of the Iredell County Bar and the North Carolina Bar Association Estate Planning & Fiduciary Law Section. She is also a member of WealthCounsel, LLC, a national organization where attorneys and other professionals collaborate, learn from each other, and stay current with ever-changing laws, including all applicable statutes related to our practice areas that focus on serving clients with end-to-end estate planning needs.

Her knowledge, experience, and dedication to elder law are acknowledged in an upcoming chapter with WealthCounsel’s second edition of Estate Planning Strategies, Collective Wisdom, Proven Techniques.

Contact Our Dedicated Special Needs Planning and Protection Attorneys in Iredell County, North Carolina Today

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)-286-8437 to schedule an initial consultation with our Charlotte attorneys at Daly Mills Estate Planning in Mooresville, North Carolina today.