Mon - Fri: 8:00 AM - 5:00 PM
1331 West Causeway Approach | Mandeville, LA 70471
Special Needs Planning
Our firm provides comprehensive legal guidance for individuals with disabilities and their families, helping secure long-term financial stability, preserve public benefits and ensure quality of life. We take a holistic, personalized approach — coordinating legal, financial and care considerations to build plans that adapt over time.
We understand that special needs planning involves more than documents; it requires foresight, compassion and clarity. Whether you are planning for a child, an adult family member or your own future, we work closely with you to create durable strategies that protect assets, maintain eligibility for essential programs and provide peace of mind.
Special Needs Trusts (SNTs)
- First-party and third-party trust design and administration
- Pooled trust guidance and trustee selection
- Trust modification and compliance
Guardianship & Alternatives
- Full and limited guardianship proceedings
- Supported decision-making arrangements
- Powers of attorney and healthcare directives
Estate Planning for Families with Special Needs
- Wills and revocable living trusts tailored to dependent beneficiaries
- Beneficiary designation review and coordination
- Letter of intent and care plans
ABLE Accounts & Financial Coordination
- ABLE account setup and integration with broader plans
- Coordination with financial advisors and care managers
Long-Term Care & Housing Planning
- Residential options and funding strategies
- Transition planning for adulthood or aging caregivers
Trust & Estate Administration
- Ongoing trust management support
- Fiduciary guidance and compliance
- Distributions aligned with benefits rules
Advocacy & Crisis Planning
- Emergency planning for caregivers
- Rapid-response guidance for benefit disruptions or life changes
