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Special Needs Planning Preserving Legacies, Securing Futures:
Your Trusted Estate Planning Partner

Special Needs Attorney in Raleigh

Helping Families Support Their Loved Ones

Some parents choose to leave a disabled child out of their estate plans when they learn that leaving them an inheritance could result in their losing benefits. This scenario typically results in the bulk of assets instead being left for siblings or other family members, with the expectation that they find a way to care for their special needs loved one. While it is true that you avoid leaving direct inheritances to those receiving disability benefits, there are effective means of caring for your loved one through your estate plan without jeopardizing their program eligibility.

Special needs trusts can facilitate the support that your loved one will need in addition to public disability benefits. Families of a loved one with special needs can place an unlimited number of assets into a third-party special needs trust that works to cover the needs and expenses beyond what government benefits can accommodate. First-party special needs trusts can also be used to collect any inheritances or settlements that the loved one with special needs.

Supplemental Security Income (SSI) and other programs have rule exceptions that specifically allow these types of special needs trusts. At Oak City Estate Planning, we can work with your family to determine what type of support your loved one requires and make recommendations about what special needs trusts can safely support their care. With our special needs attorney’s deep understanding of Raleigh’s local legal framework, we ensure your special needs trust complies with all North Carolina regulations, providing your family with added assurance and security.

Understanding Raleigh's Legal Landscape

Planning for special needs in Raleigh requires a nuanced understanding of local laws and regulations. North Carolina has specific statutes that impact how special needs trusts and guardianships are handled, which can vary from county to county. This is why seeking professional guidance is crucial. At Oak City Estate Planning, we are not only knowledgeable about state laws but are also familiar with the local legal environment in Raleigh, ensuring that your estate plan is compliant and effective.

Working with our Raleigh-based practice means that you benefit from a firm that understands the intricacies of the local judicial system. Our goal is to create strategic advantages for our clients by leveraging this localized understanding, allowing us to predict and navigate possible legal barriers effectively. This ensures that the plans put in place are robust, comprehensive, and catered to Raleigh's unique requirements.

Establishing Guardianship for Special Needs Adults

Typically, when a child becomes a legal adult by turning 18, they assume full responsibility over the decisions governing their life. This includes making choices about where to live and how to make a living. Adults with special needs may not have the physical or mental competency to adequately make these decisions. In these situations, a guardianship may be necessary.

Guardianships come in two forms. A guardian of the person has responsibility over an individual’s health, safety, and general well-being. This includes the ability to make decisions about a person’s medical care, food, and housing. A guardian of the property handles financial affairs, including the management of any property or assets, including government benefits.

In many cases, a person granted a guardianship for a loved one with special needs serves as both a guardian of the person and a guardian of the property. They have a responsibility to take care of the person on a day-to-day basis as well as manage their financial security.

Obtaining a guardianship through a court can be a challenging process, in part due to the amount of authority that is conferred. The court will need to be convinced that the individual with special needs cannot adequately manage their affairs without outside assistance. Courts also generally prefer that only close family members, like a parent or sibling, serve as a guardian in these situations.

Our special needs attorney in Raleigh can help assess whether a guardianship makes sense for your situation and strategize on the most effective means of pursuing the designation from the appropriate court. We understand how these types of cases are adjudicated and will do everything possible to get you the legal authority that you need to help your loved one. Our in-depth knowledge of Raleigh's court systems enables us to navigate the procedural intricacies involved in these cases efficiently, ensuring a smoother experience for our clients.

Looking for a trusted special needs lawyer in Raleigh? Call us today at (919) 975-5359 or contact us online to get the personalized support your family deserves.

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We Support You from Day One

What Makes Us Different
  • Experienced in Legal Matters
    With over 35 years of experience in law, Mr. Kissling has the knowledge and skill to help you develop your ideal plan.
  • Wide Range of Options
    We never make a hard sell to our clients. We are solutions-oriented and will help you explore several options before putting your plan together.
  • We Put the Plan in Your Hands
    Mr. Kissling believes in empowering his clients to make the right choice for their future. Our simple 4-step process allows you to learn more about estate planning to better understand your available choices.
  • Personalized Attention for Each Client
    With our wide range of options, we can provide tailored solutions to your situation and assure you that no two plans will ever be the same.

Creating a Personalized Special Needs Plan

At Oak City Estate Planning, we understand the unique challenges and concerns that come with planning for individuals with special needs. Our experienced special needs attorneys in Raleigh are dedicated to creating personalized special needs plans that address your specific situation and provide peace of mind for the future.

Benefits of creating a personalized special needs plan include:

  • Ensuring financial security for your loved one with special needs
  • Protecting eligibility for government benefits
  • Establishing a plan for ongoing care and support
  • Guiding future decision-making

Our special needs lawyers in Raleigh will work closely with you to understand your goals and concerns and develop a comprehensive plan that meets your needs. This includes exploring local resources in Raleigh, such as community support services, to facilitate the integration of these elements into your special needs strategy. By aligning your plans with both legal and community resources, we can help ensure a well-rounded approach that maximizes both security and quality of life for your loved ones.

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