Special Needs Planning
Families who have a family member with a disability, a physical limitation or other special need must plan for the future very carefully. How assets are held and protected after your death can have a tremendous impact on the quality of life for that family member.
A Special Needs Trust allows a parent, grandparent or guardian to provide funds for a disabled child in a manner that will not disrupt their eligibility for government aid. Important considerations in establishing a Special Needs Trust as a part of your over-all estate plan are: Whom would you trust to be the guardian for your child; Whom would you trust to manage the Trust’s assets and supervise your child’s finances; and What guidance or instructions would you give for your child’s education, housing, personal and emotional needs.
Christine, Thank you so much for all of your help and guidance with my father’s estate. You definitely
made the process simple and stress free. It was a pleasure working with you as well. | I have worked with Michael Pitt for more than 20 years and in my experience no one is better at resolving difficult issues and still keeping everyone happy. | There are wide differences in lawyer’s abilities and experiences. Common sense and a level head remain important. Christine Emison handled my estate planning and probate matters with great skill, compassion and timeliness. | Mike, …Your knowledge and experience in a difficult area of my life has brought peace of mind.… I hope that it is acceptable to you that I share with friends and family. I want those I care about to know about your services! | Chris, … With the many changes in laws impacting our assets, health care and estate, it is a real comfort to have you working for our best interests. We appreciate all your and the staff at Pitt & Emison’s efforts and results. | Mike, … Your clients are lucky to have you on their side, looking for the very best, practical solution to achieve their specific goals. It is a pleasure to work with you. | We feel confident that everything was set up in the best way possible after consulting with Chris. She was very patient and explained everything in such a way that it made sense to us. We loved working with Chris and appreciate her tremendously. | Chris was extremely dedicated, punctual and personable. We were lucky to have been referred to her. We were very satisfied with her work and demeanor. | I could not have asked for a more professional, knowledgeable, efficient individual. As an added bonus, Chris really cares about her clients in a way that I haven’t seen in the business world in a long time. It is refreshing and makes you feel very safe in her hands.
Kelly Y. | I.B.D., Louisville, KY| Brenda D., Louisville, KY | Linda H., Louisville, KY| Jill & Robert W., Louisville, KY| Thomas T., J.D., LL.M, Raleigh, NC| Wendy M.| Denis D.| Wanda W.