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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 issues.

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 consider:
    1.   What Resources Will Be Available?   Prepare a careful inventory of available resources.
    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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    PLEASE READ TO AVOID ANY MISUNDERSTANDING. Important Information About the Attorney-Client Relationship. We do not have an attorney-client relationship with you or anyone unless and until we agree to representation and receive a signed retainer agreement. The information on this web site should not be considered legal advice. By providing this information or responding to a request for information or a free consultation we do not intend to create an attorney-client relationship with you or anyone. Thus, any information we provide to you should not be considered legal advice and you should not rely on it as if it were. We urge you to contact an attorney directly and establish an attorney-client relationship.


    Copyright 2009 Gerald Hasselbrink
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