Sallen Law, LLC Special Needs Planning

Montgomery County Estate Planning Lawyer for Special Needs Planning

Trusted Legal Assistance for Merion Station Families

Caretakers of mentally or physically handicapped individuals must take into consideration how their care will be obtained in the event that you are no longer able to provide for them. At Sallen Law, our Montgomery County estate planning lawyer can help you establish an effective estate plan, will, or trust that will establish all guardianship, caregivers, assets, property, and wishes that you may have regarding your loved one’s care. To ensure that your plan covers your varied needs, we work seamlessly with your accountants, financial advisors, or other professionals.

If you have been considering obtaining legally sound and reliable planning for your family and loved ones, call our Merion Station office today at (215) 809-3900 and work with our trusted, experienced team today.

"Rebecca provided excellent guidance as we navigated the estate planning process. With her extensive knowledge she helped us set up an appropriate framework to document and safeguard our wishes in a complicated family situation. But as others have noted, it's Rebecca's personality that sets her apart. She is friendly, patient and thoughtful, and clearly cares about the work she does. We look forward to continuing our relationship with her in the years to come."

- Scott

Special Needs Trusts in Philadelphia County

There are a few obstacles that caregivers need to consider when bequeathing assets or property to disabled family members. When it comes to Supplemental Security Income, Medicaid, and even basic living allowances, providing too much or too little of assets could mess with benefits, which is why a Special Needs Trust should be established.

Special Needs Trusts can help you and your family in numerous ways, including:

  • Supplementing already in-place governmental benefits for food, housing, and clothing
  • Provide recreational and social outing funds
  • Allowance for purchases such as hobbies, entertainment, sporting events, and electronics
  • In-home care or outing escorts
  • Medical expenses at facilities of your, or their, choice
  • Dental coverage
  • Personal transportation vehicles or private pick-ups
  • Educational funds

Special Needs Trusts are established as a way to benefit the dependent beneficiary without limiting or interrupting their government-provided benefits such as Social Security Income or Medicaid provisions.

"I needed help with a will, more complicated than usual, because of specific issues with one of my son's disabilities. Ms. Sallen was most pleasant, knew what I needed to do, and was available when I needed her. I recommend highly. Estate Administration I was very impressed with Attorney Sallen (Berdugo) 's professionalism regarding my case. She kept me informed of the progress and answered any questions I had in terms I could understand. Whenever I called, she responded immediately. I felt very confident in her abilities and would highly recommend her. She is a very compassionate, knowledgeable attorney who has her clients' best interests at heart."

- Satisfied client 

Do You Need a Trust Established? Let Sallen Law Help!

Establishing a trust can be highly beneficial to you and your family, and at Sallen Law, we want to help you feel confident about your estate planning, trust planning, and family’s needs. We are committed to providing outstanding representation and legal counsel to our clients, and we want to get to know you, your family, and what your unique needs may be.

For more information on how we can help you, give us a call at (215) 809-3900 and schedule a free phone consultation with our Merion Station estate planning lawyer.

"Working on our estate planning for the first time, we needed a lot of guidance . Mrs. Berdugo's recommendations were very helpful in coming up with the best and financially, most effective solution. Considering my Permanent disability, Mrs. Berdugo assisted my parents and I in putting together the package of documents that will serve our needs and will allow us to keep the maximum amount of wealth we had acquired, by our own honest labor, and to built a strong legacy for the future generations of our family."

- Satisfied cleint 

Stretch Your Dollars to Their Maximum Capacity

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Clients Take the Lead at Our Firm

Hear it Directly from Them
  • “Has her clients' best interests at heart.”

    Mary-Ann

  • “Ms. Sallen was most pleasant, knew what I needed to do, and was available when I needed her. ”

    Jeffrey

  • “Rebecca Sallen is an excellent attorney for anyone who requires estate planning.”

    Rob G.

  • “She provides detailed and insightful analysis to questions”

    Bradley Gaylon F.

  • “strong, talented, honest and caring advocate ”

    Kevin

  • “ We feel that she is an essential asset to our success”

    karen

  • “Rebecca has been my attorney for many years now. ”

    Sandy

  • “She is intelligent and talented and in my opinion”

    Robert A. S.

  • “ Hardworking, bright, and passionate about what she does. ”

    Steven McKany

  • “She is wonderful and very nice.”

    Sandra

  • “she took the time to explain all my options and made me feel comfortable.”

    Brad

  • “Ms. Sallen is extremely knowledgeable in all aspects of Estate Planning ”

    Natalie M.

  • “Rebecca provided excellent guidance as we navigated the estate planning process.”

    Scott

  • “Rebecca Sallen is extremely knowledgeable, thorough and well organized. ”

    Solomon

  • “She truly cares about me and my family deeply.”

    Jeanne