Special Needs & Disability Planning

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.

Additionally, our attorneys enable families to leave assets to their children without jeopardizing their access to state or federal benefits.

Special Needs & Disability Planning Services

Advise individuals and families seeking to provide financial security for a disabled or special needs loved one without disrupting access to state or federal resources;
Draft Special and Supplemental Needs Trusts (including D(4)(a) trusts) and advise how these trusts can work in conjunction with public benefits; and
Prepare necessary documents, such as Last Wills and Testaments with Testamentary Trusts, Irrevocable Trusts, Durable Powers of Attorney, Health Care Proxies, and other healthcare documents.
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