We are continually adapting new areas of practice as the law, legal landscape and economic conditions continue to evolve. While our firm was formed to focus on estate planning and estate administration, we quickly responded to our clients' needs to handle business planning, transactions, and litigation matters because our clients wanted to continue working with us relating to other aspects of their lives and businesses. In many firms clients are passed on to other practice groups or referred to other law firms to handle issues outside of the trust and estate area. Our clients wanted to "keep it in the family" where they had developed a sense of trust, so we expanded and now are proud to provide a wide array of related services for our clients.

Special Needs Planning

Many parents do not understand that leaving even a small inheritance to their special needs child may disqualify their special needs child from receiving government benefits like Medicaid (AHCCCS) and Supplemental Security Income (SSI). Establishing a Supplemental Needs Trust as a part of their estate plan allows a parent to provide for the special needs of a child while protecting that child’s eligibility for these and other government benefits. A Supplemental Needs Trust can also provide a higher quality of life and allow the parent to express their desires in caring for the child after the death of one or both parents.

Often a recipient of government benefits receives a personal injury settlement which would disqualify the recipient from receiving continued benefits. In this situation, establishing a self-settled special needs trust may be advisable to allow the recipient to re-qualify or continue to receive government benefits.

If you have a child with special needs, we can help you understand your estate planning options and create an estate plan that best meets both your desires and the needs of your child. By planning now to care for your disabled child, you can avoid common mistakes like disinheriting a special needs child or relying on other children to provide for the special needs child.