Special Needs Trust Planning

A comprehensive approach to planning for the long-term needs of your child

We have a tremendous reputation as trusted advisors to individuals and generations of families. We are very proud of the exceptional service we provide and strive to make sure that we give each and every client the significant individualized attention needed in order to develop a plan that reflects your objectives, values and accomplish your unique goals.

Services Offered

Estate Planning

  • Special needs trusts
  • Comprehensive plans (simple or complex)
  • Revocable living trusts
  • Tax advice
  • Durable powers of attorney for assets
  • Advanced health directives/living wills with health care powers of attorney provisions
  • Wills

Trust Administration

  • Accounts and administration
  • Modification of trusts
  • Tax advice
  • Change of trustee
  • Representation of trustees and beneficiaries
  • Trust interpretation

You disagree with the results of your school’s evaluation of your child. What now?

Request an Independent Educational Evaluation at public expense

A parent of a special needs child asks what she can do when the school has determined her son isn’t eligible for special education. A lot, in many cases. In this article, we look at specific steps parents can take in response to their child’s special education evaluation.

More at Students' Rights blog


Give us a call with any questions about our services or for a free initial consultation, or you can fill out the online form below and we’ll get back to you as soon as possible.

215.540.2656 .(JavaScript must be enabled to view this email address)

400 Maryland Drive
Fort Washington, PA 19034