Life Planning:  Providing for Special Needs
Some basic information
Life planning for the disabled requires special
consideration of their needs and your ability to meet those needs. Mental and
physical disabilities typically call for long-term planning and raise many
If you are providing for a special needs person, you will want
to consider many issues. Among these are:
establishing a trust or other long-term financial resource
ensuring a future home or other residence
determining resources and income presently available or expected
managing insurance or other investment contracts
advising physicians and family
determining private and government benefits
establishing a legal guardianship or conservatorship
seeking protection from inadequate care, exploitation, or fraud
drafting a will that coordinates your planning
other issues unique to the situation
An attorney can help analyze your situation
and assist you in determining what options are most desirable.
Here are some of the things to
1.   What Resources Will Be Available?   Prepare a careful inventory of available
2.   Are All Of Your Documents
Readily Available?   It is very helpful
to have property and income records, and other financial information, well
organized and available for study.
3.   What Do You Want To Accomplish?   Are your goals clear in your mind? Do the medical providers have
suggestions for you? Is your plan realistic?
4.   Who Else Should Be Involved In The Planning?   Give this serious consideration. Are there other
family members who may have something to offer? Religious or spiritual
advisors? Financial planners? Representatives of organizations? Friends?
Some final information:   Don't put off planning. An imperfect plan
will generally be better than none, and you can often make changes or
supplement the plan at a later date. Be sure to seek the professional advice
of a competent, independent attorney.
** ALWAYS HAVE AN ATTORNEY REPRESENT YOU IN THESE IMPORTANT AND COMPLEX MATTERS. **
GERALD HASSELBRINK, Attorney at Law
of the Minnesota Bar and United States District Court
INDEPENDENT, CONFIDENTIAL, LEGAL SERVICES
PRACTICING ESTATE AND LIFE PLANNING IN CENTRAL MINNESOTA
WILLS, TRUSTS, AND ESTATES
GUARDIAN AND CONSERVATOR
St. Cloud - St. Joseph, Minnesota
Phone (320) 251-0222 | (320) 363-0414
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