Disability & Special Needs

A supplemental needs or a special needs trust can be used to allow an individual who is receiving Social Security Disability, Medicare or other government benefits to receive an inheritance or another significant sum of money without disrupting their benefit eligibility. We design and integrate these trusts within the family’s estate plan to ensure that the trusts are fully funded and qualified. This allows the disabled individual to continue to receive government benefits while still having access to the trust funds for supplemental expenses.

In some instances, we assist families with establishing a guardianship or conservatorship for a minor child or a disabled individual. If possible, we try to assist our clients in planning against the need for a guardianship or conservatorship through use of a health care directive (a combination of a health care power of attorney and living will) and a financial power of attorney.

At Davis Law Firm, P.A., we understand that you may feel stressed and overwhelmed by these complex issues. Our firm is ready to help guide you through your legal difficulties. Call 507-424-6330 or send an email to schedule a consultation.