Special Needs Planning Planning For Your Future

Montgomery County Special Needs Estate Planning Attorney

Why Choose Sallen Law for Your Estate Planning Needs

Caretakers of mentally or physically handicapped individuals must take into consideration how their care will be obtained if you are no longer able to provide for them. At Sallen Law, our Merion Station attorney 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.

Special Needs Trusts

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.

Our Special Needs Planning Services

We create personalized Special Needs Trusts and handle their funding process.

We assist clients in managing their relationships with SSI, Medicaid, and other public benefit programs.

We assist caregivers by developing Letter of Intent documents.

We work together with trustees, guardians, and financial advisors.

Our team assists families through the process of transition planning for children with disabilities who are either minors or adults.

Let Us Help You Protect Your Loved Ones

Protect your loved one’s future while maintaining their independence and benefits.

Call (215) 809-3900 or contact us online to schedule a consultation.

Hear From Our Happy Clients

At Sallen Law, LLC, your satisfaction is our priority! See for yourself what our clients have to say about working with us.

“My experience working with Rebecca exceeded all my expectations.”
For me, the task of preparing a will and health directive was a necessary but uncomfortable and overwhelming task that I put off for too long. Rebecca eased my anxieties and made the planning discussions and decisions easy to understand, with all my questions and concerns thoroughly addressed. Rebecca's professionalism, caring approach and knowledge led to a great experience. I highly recommend Sallen Law, you won't be disappointed.

Betty P.
“Patient with my difficulties.”
“It's been a pleasure to work with Rebecca Sallen for her in opening up my trust.”

Amy D. - Philadelphia, PA
“Explained the ins & outs of my options.”
“During a pandemic, you realize that there's no time like the present to plan your estate.”

Heather - Philadelphia, PA
“A genuine approach to understand your needs.”
“You can trust Rebecca to give you the confidence that you need when faced with a difficult situation.”

Adam - Bala Cynwyd, PA
“I recommend her strongly.”
“She is empathetic, probes to find what really matters to you, and constructs documents that reflect your values.”

Anonymous
“Rebecca is simply outstanding.”
“We feel very secure knowing that we have a comprehensive "living document" document that covers our current and future needs.”

Ivy - Lafayette Hill, PA

View All Reviews

Do You Need a Trust Established in Merion Station? 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, contact us at (215) 809-3900 and schedule a free phone consultation with our Merion Station estate planning lawyer.

Get a Personalized Estate Plan Started Today

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Honest & Trusted Guidance

A Client-Centered Firm
Sallen Law believes in putting clients first. It shows in the manner in which we handle estate planning matters.
Inclusive in All Facets
As a female-run law firm, we are devoted to advocating for diversity and inclusivity in the legal profession.
Free Phone Consultations
Free case evaluations are offered to residents throughout Montgomery County and Philadelphia.
Personalized Attention
Attorney Sallen spends individual time with every client to understand the unique needs of clients and their families.