Estate Planning For Special Needs Relatives

Estate Planning For Special Needs Relatives

The First Steps in Creating a Will and Testament

If you have a child, sibling, or parent who is special needs, you want to take comfort in knowing they’ll have a support system in place after you pass. For this reason, it’s important to have a comprehensive estate plan that includes care for them. 

A family member or friend might have informally promised you that they’ll take care of your special needs relative, but you can’t always rely on that promise. Lives can change in an instant from a variety of factors, and that person might suddenly be unable to care for your loved one. Casual planning isn’t enough and it’s crucial that you have a legal, formalized plan in place.

Types Of Special Needs Trusts in Alabama

Formal special needs planning can guarantee that your loved one will have proper care even if family circumstances change. When planning for your special needs loved one, you can use a number of different trust forms. These can include:

  • Support Trusts
  • Third-Party Special Needs Trusts
  • Self-Settled Special Needs Trusts
  • Standalone Special Needs Trusts
  • Sub-Trusts
  • And more

To ensure that you set up a trust that makes sense for your circumstance, you’ll need to work with an attorney who is experienced in estate planning that considers special needs relatives.

Contact An Experienced Estate Planning Attorney in Hoover, AL

Attorney Chambers has dedicated his career to helping clients successfully resolve their various family law and estate planning issues. He understands that special needs planning for your loved ones can be difficult and sometimes confusing, and is personally available to answer any questions or concerns you may have throughout the planning process.

To discuss your concerns with a skilled Hoover, Alabama special needs planning lawyer, contact Daniel H. Chambers, Attorney-at-Law, PC, by calling 205-913-4057. You can also schedule your initial consultation by contacting Attorney Chambers online.

We have used Daniel Chambers for legal services on several occasions since 2007 with excellent results. He has assisted our family in each matter with a professional yet tenacious manner. He has always been upfront about possible outcomes and honest about how to appropriately deal with challenging situations. I have recommended him several times over and will continue to do so. He has been an incredible asset to have on our legal team and we have always been satisfied with the results.

Melissa Childers

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DANIEL H. CHAMBERS, ATTORNEY AT LAW, P.C.
2081 COLUMBIANA ROAD, SUITE 16
VESTAVIA HILLS, AL 35216

t. 205.913.4057

f. 205.874.9074

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TAKE THE FIRST STEP AND TELL US ABOUT YOUR CASE





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