What Questions Should I Ask My Special Needs Planning Attorney
If you are meeting with a special needs planning lawyer, here are some questions you may want to consider asking:
What experience do you have in special needs planning? It's important to work with a lawyer who has experience in this area of law and who understands the unique needs and concerns of individuals with special needs and their families.
What types of special needs planning services do you offer? Special needs planning can involve a wide range of legal issues, including estate planning, government benefits planning, and guardianship and conservatorship. Make sure the lawyer you are working with offers the services you need.
How can you help me protect my loved one's government benefits? Many individuals with special needs rely on government benefits, such as Medicaid and Supplemental Security Income (SSI), to pay for their care. A special needs planning lawyer can help you structure your loved one's assets and income in a way that protects their eligibility for these benefits.
How can I ensure that my loved one is taken care of after I am gone? Estate planning is an important part of special needs planning. You may want to ask the lawyer about creating a special needs trust, which can provide for your loved one's care and support after you pass away.
What are my options for creating a guardianship or conservatorship? If your loved one is unable to make decisions for themselves, you may need to consider a guardianship or conservatorship. A special needs planning lawyer can help you understand the options and determine the best course of action.
How much will your services cost? Special needs planning can be complex, and legal fees can vary widely depending on the services you need. Make sure you understand the lawyer's fee structure and any other costs associated with their services.
What other professionals do you work with? Special needs planning often involves working with other professionals, such as financial advisors and social workers. You may want to ask the lawyer about their network of professionals and how they can work together to provide comprehensive planning services.
These are just a few questions to consider when meeting with a special needs planning lawyer. It's important to work with a lawyer who you feel comfortable with and who can provide the guidance and support you need to plan for your loved one's future.
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Emily R. Taylor is an attorney licensed by the State Bar of Arizona. Emily Taylor practices in the areas of Special Needs Planning, Guardianships (and its alternatives), Estate Planning, and Special Needs Trusts. The office of Emily R. Taylor, Attorney PLLC is located in Phoenix, Arizona. Emily Taylor is available to consult on legal matters throughout the state of Arizona.
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