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Disability Planning


Disability Planning

In addition to disability law, our attorneys have extensive knowledge of government benefit programs such as Medicaid and Medicare, Social Security Income and Social Security Disability Income, as well as knowledge of local community organizations and the programs they offer. We guide disabled clients with planning for their current everyday needs, and offer future-needs planning for parents or grandparents of special-needs children or grandchildren.

Special-needs planning could include:
  • Reviewing governmental benefits and available local programs and services
  • Understanding client and family needs and developing a plan to maximize services and preserve assets
  • Assisting in Article 17A Guardianship proceeding in Surrogate’s Court
  • Establishing a special needs trust in a will or revocable trust
  • Accessing Medicaid via spend down of excess income or resources of the disabled individual into a self-settled special needs trust or into a pooled supplemental needs trust
  • Accessing Medicaid while preserving a nest egg from family members by utilizing a third-party special needs trust or community trust
  • Utilizing a special needs trust to maintain the disabled individual’s eligibility for government benefits when a personal injury settlement is received
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Lacy Katzen Law Firm
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