Special Needs PlanningSpecial 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.

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Testimonials

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.