New York: 212.268.1177 Long Island: 516.512.8903 Greenwich : 203.587.0875

260 Madison Avenue, 17th Floor, New York, NY 10016

1225 Franklin Avenue, Suite 325, Garden City, NY 11530

75 Holly Hill Lane, Suite 100, Greenwich, CT 06830 *

Law Offices of Barton P. Levine

With Offices in Manhattan, Long Island & Fairfield County

New York City & Long Island Special Needs Planning

Families who have a family member with a disability must plan for the future very carefully. How assets are left after your death can have a tremendous impact on the quality of life for that person. In the past, a Will may have been enough, but times have changed. To protect a person with special needs, a well-defined estate plan is vital.

How A Special Needs Trust Works

A Special Needs Trust allows a parent, grandparent or guardian to provide funds for a disabled child without disrupting the child's eligibility for government aid. Setting one up is a fairly simple process. Important points to remember while investigating the use of this estate planning tool are:

  • Decide on an appropriate guardian for your child
  • Determine who would be a suitable Trustee(s) to manage the Trust's assets and supervise your child's finances
  • Outline instructions for your child's education, housing, personal and emotional needs

Our law firm helps families address the financial, legal and social aspects of a person's life to develop an effective plan for the future. Our goal is to ensure that their needs are met and that they have the opportunity to expand their horizons and follow their dreams.

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Have Questions?

If you have a question, a comment, or simply want to have a conversation and explore how we can help, we'd love to hear from you.

Law Offices of Barton P. Levine - New York Office

  • 212.268.1177

  • 260 Madison Avenue, 17th Floor
    New York, NY 10016

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Law Offices of Barton P. Levine - Long Island Office

  • 516.512.8903

  • 1225 Franklin Avenue, Suite 325
    Garden City, NY 11530

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Law Offices of Barton P. Levine - Greenwich Office *
*By Appointment Only.

  • 203.587.0875

  • 75 Holly Hill Lane, Suite 100
    Greenwich, CT 06830

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