Special Needs & Disability Planning
Specialized legal solutions to ensure lifelong care and support for loved ones with disabilities
Securing the Future of Your Loved Ones
Planning for the future of a loved one with special needs requires specialized legal knowledge and a compassionate approach. Our attorneys are dedicated to creating comprehensive plans that provide for lifelong care while preserving eligibility for essential government benefits.
At Cody, Cody & McCarthy, we understand the unique issues that arise when caring for an individual with special needs or a disability. Our attorneys work with families to ensure that the individual is represented in all capacities and has an estate plan in place that works to minimize interference with qualification for state or federal benefits.
We understand the unique challenges faced by families caring for individuals with disabilities and work closely with you to develop solutions tailored to your specific situation and concerns.
Special needs planning is not just about financial security—it's about ensuring dignity, independence, and quality of life for your loved one throughout their lifetime. We take a holistic approach that considers all aspects of care and support.
Our Special Needs Planning Services
Special Needs Trusts
Specialized trusts designed to supplement government benefits without affecting eligibility, ensuring comprehensive care and quality of life.
Guardianship Planning
Thoughtful selection and legal appointment of guardians who will care for your loved one when you are no longer able to do so.
Government Benefits Advocacy
Assistance with applications and appeals for SSI, SSDI, Medicaid, and other essential government benefits for individuals with disabilities.
Comprehensive Special Needs Planning
Our approach to special needs planning addresses all aspects of your loved one's future care and support, including:
- Creating first-party and third-party special needs trusts
- Developing ABLE account strategies
- Coordinating with government benefit programs
- Establishing care plans and letters of intent
- Planning for residential options and support services
- Selecting appropriate trustees and guardians
- Addressing employment and vocational planning
- Ensuring continuity of care throughout life transitions
We collaborate with care managers, financial advisors, and other professionals to ensure a holistic approach to your loved one's long-term well-being.
Case Study: Lifetime Care for a Child with Autism
Parents of a child with autism came to us concerned about their child's care after they were gone. We developed a comprehensive plan that included:
- Creating a third-party special needs trust funded through life insurance
- Establishing an ABLE account for qualified disability expenses
- Developing a detailed letter of intent for future caregivers
- Coordinating with government benefit programs to ensure continued eligibility
- Selecting appropriate trustees and guardians with succession planning
Result: The family now has peace of mind knowing their child will have the resources needed for lifetime care while maintaining eligibility for essential government benefits.
Planning for our son's future has always been our greatest concern. Cody, Cody & McCarthy gave us peace of mind.
When our son was diagnosed with autism, we knew we needed to make special arrangements for his care after we're gone. The attorneys at Cody, Cody & McCarthy helped us create a special needs trust that ensures he'll have the resources he needs without losing his government benefits. Their knowledge and compassion made a difficult process much easier.
The Williams Family
Quincy, Massachusetts
Ready to Secure Your Loved One's Future?
Our experienced attorneys can help you create a comprehensive special needs plan tailored to your family's unique situation.
Schedule a ConsultationRelated Practice Areas
Explore our comprehensive legal services designed to protect your interests and secure your future.
Estate Planning
Comprehensive estate planning services to protect your assets and legacy.
Elder Law & Medicaid Planning
Specialized legal services for seniors and their families, including Medicaid planning.
Estate & Trust Administration
Professional guidance through the complexities of managing estates and trusts.
Ready to Secure Your Loved One's Future?
Our experienced attorneys can help you create a comprehensive special needs plan tailored to your family's unique situation.
Schedule a Consultation