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) 992-9662 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) 992-9662 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.
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“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 questi”Betty P.
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“It's been a pleasure to work with Rebecca Sallen for her in opening up my trust. Rebecca is so patient with my difficulties and she worked so diligently. All work was done in such a timely fashion that I can't wait until the next time I have to work with h”Amy D. - Philadelphia, PA
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“During a pandemic, you realize that there's no time like the present to plan your estate. Rebecca was professional, caring, and thoroughly explained the ins and outs of my options. She asked good questions and helped me consider all my choices. When the ti”Heather - Philadelphia, PA
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“Rebecca takes a genuine approach to understand your position and particular needs and provides pragmatic advice to help resolve the matter at hand. She assisted me in dealing with very complex estate legal matters and offered several potential solutions fo”Adam - Bala Cynwyd, PA
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“I asked an acquaintance if she could steer me to a humane lawyer for estate planning, someone interested in the person, not just the assets. Rebecca fits the bill. She is empathetic, probes to find what really matters to you, and constructs documents that ”Anonymous
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“We were referred to Rebecca Sallen from a friend who is an attorney in order to finish our estate planning. Rebecca is simply outstanding. She takes the time you need to understand a complicated process. Estate planning is not an easy subject to understand”Ivy - Lafayette Hill, PA
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) 992-9662 and schedule a free phone consultation with our Merion Station estate planning lawyer.
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