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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.
Alan and Cindy's Story
“Caring for a child with special needs requires special people. As his parents we’ve always been here to take care of Jimmy. We know the joys and challenges that come along with it.
Our Cody, Cody & McCarthy team has been with us all the way and helped ensure that we can provide top notch care – now and throughout his lifetime.
Cody, Cody & McCarthy helps families like ours plan for the future, including making sure we keep our government benefits, and have the proper insurance and financial tools to provide a lifetime quality care.”
Alan and Cindy O, Westwood, MA
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This website is intended to provide legal information only. Legal information is not legal advice and you should consult with qualified legal counsel prior to implementing any estate planning. The transmission or receipt of information to or from this Website is not intended to create, and does not create or constitute, an attorney-client relationship. No portion of this site may be reproduced or used in any manner other than for the private information of the site reader without the express written consent of Cody, Cody & McCarthy, LLC. To maintain the privacy of the clients who provided testimonials for this site, their names have been changed or abbreviated. Please note that testimonials do not warrant, guarantee or predict your particular results
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