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
Students with Disabilities are at Higher Risk of Being Bullied
A recent news story reminds us that special needs students are at special risk for bullying in school. In fact, they may be 1.5 times more likely to be bullied in school than their peers, according to a 2012 study. So how do we help students who are bullied? Or prevent future bullying? We’ll explore these topics here.
FREE INITIAL CONSULTATION
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)
ADDRESS
400 Maryland Drive
Fort Washington, PA 19034