Comprehensive Estate Planning Services Tailored To Your Needs

Finn And Attorney Unlauf Outside The Offices Of Salem Law

Planning Ahead For Loved Ones With Special Needs

If you have a loved one with special needs, you know that a lot goes into their care and attending to those needs. Worry and stress about meeting their needs can increase as you get older. At Salem Law, we can help alleviate this stress by making sure that you have a plan in place to meet your loved one’s needs.

Founded in 2010 our Winston-Salem firm, led by our estate planning lawyer and elder law attorney Daniel Umlauf, helps clients plan ahead for their family members with special needs.

Establishing A Guardianship In North Carolina For Adults With Special Needs

In the state of North Carolina, a legal guardian can be appointed if there is clear and convincing evidence that the person does not have the capacity to manage their own affairs or make decisions for themselves. A guardianship protects an adult child who is not capable, physically or mentally, of caring for themselves.

Establishing A Special Needs Trust

Every family situation is unique. When preparing an estate plan, every family will have their own specialized circumstances. Wills and trusts attorneys have several estate planning tools at their disposal. An experienced attorney can help you establish a revocable or irrevocable Special Needs Trust (SNT). An SNT specifically allows you to set aside funds for a beneficiary with special needs.

An experienced lawyer can help you establish an SNT without jeopardizing the beneficiary’s eligibility for government aid, like Medicaid or other long-term disability benefits. Our special needs lawyer can help you assess all of your options. And if you need assistance identifying and applying for benefits, we can help with that as well.

Attend A Workshop Or Schedule A Consultation

At Salem Law, we offer a complimentary workshop that answers several frequently asked questions about estate planning and long-term Medicaid planning. To find out more, or to schedule a consultation with our attorney, call our office at 336-715-1311 or send us an email through our website.