Special Needs Planning

Special Needs Planning

Are You Caring for a Loved One With Physical or Mental Disabilities?

Are you providing for a child, parent, or other loved one who has mental or physical disabilities? If so, it is important to make sure that they will be properly cared for after you are gone or after you are no longer capable of caring for them. At Leger Law Group, LLC, our attorney assists clients in the Baton Rouge area with their special needs plan. We can help you develop a comprehensive plan that clearly lays out in detail your wishes for where the loved one will live, who will be responsible for their care, and more.

Special Needs Trusts

Many individuals with special needs receive benefits under the Supplemental Security Income (SSI) and Medicaid programs. While extremely beneficial to recipients, these programs provide only the basic necessities, and you may wish to leave additional assets to your loved one after you are gone.

However, if you wish to leave money or property to a loved one with special needs, it is very important to do so in the proper manner, as it could jeopardize their ability to continue receiving these SSI and Medicaid benefits. One of the best ways to leave these assets while avoiding losing eligibility is through a special needs trust, which is also known as a supplemental needs trust.

Some of the things that a special needs trust can be used for include:

  • Personal care attendants
  • Additional medical expenses
  • Recreational activities and vacations
  • Physical rehabilitation expenses
  • Educational expenses

Baton Rouge Estate Planning Attorney Giving You Peace of Mind

Let our Baton Rouge estate planning lawyer help you create a detailed and legally sound special needs trust. We make it a priority to ensure you have peace of mind knowing that your loved one will have everything they need and beyond long after you have gone.

To schedule your free consultation for most matters, call us at (225) 522-4996 today.

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Our Satisfied Clients

  • “Siobhan and her team were wonderful to work with!”
    Siobhan and her team were wonderful to work with! They were quick to help me prepare for some estate planning needs that very suddenly became necessary. Estate planning can feel very overwhelming, but Siobhan was able to guide me through the process, so I was able to make informed decisions for the future. It is a relief to have a plan in place for my children's needs if something unexpectedly happens to me.
    - Rachel W.
  • “Siobhan Leger and her team are fantastic.”
    Siobhan Leger and her team are fantastic. They way they helped me and my wife navigate the very daunting and emotionally charged landscape of our wills, our estate planning, and, most importantly, the custody arrangements for our two young kids (in the event of our death). It's brutal worst case scenario stuff but Siobhan was patient, understanding, and incredibly knowledgeable as we together went line by line getting all our ducks in a row. Now that it's taken care of, I can rest easy knowing my kids will taken care of if I die. Thank you, Leger Law Group.
    - Dakota R.
  • “Outstanding estate planning support and service.”
    Outstanding estate planning support and service. Would recommend to anyone looking to accomplish these tasks.
    - Thomas G.
  • “Siobhan is amazing and her staff equally good.”
    Siobhan is amazing and her staff equally good. As a retired banker I dealt with attorneys virtually everyday. Siobhan is as good as it gets; professional, knowledgeable, accommodating, and punctual. Most importantly she is an outstanding communicator. I highly recommend Leger Law Group! Scott Miller, Barboursville, WV.
    - Terri M.
  • “I would definitely recommend her to friends and family.”
    Ms. Leger made drafting our will and other legal documents easy. She has a fantastic way of conveying complex information clearly. I would definitely recommend her to friends and family.
    - Jonathan E.
  • “Siobhan was a pleasure to work with and the result was totally satisfying.”
    “I contacted Siobhan after an extensive web search for a lawyer who could negotiate and close a sale of my partial interest in an inherited home. She efficiently and effectively represented me and protected my interests while getting the results we wanted. ”
    - Noel
  • “Working with Siobhan was the best choice I made.”
    “I highly recommend to all you readers Siobhan Leger as a wonderful choice of attorney at law. Siobhan provided me with excellent and professional services throughout a succession. While working with Siobhan I received constant updates through emails on eac”
    - Eddie
  • “I would highly recommend the services of Attorney Siobhan Leger.”
    “I would highly recommend the services of Attorney Siobhan Leger. She was very knowledgeable and efficient. She also kept me informed on the status of my legal work and her responses to questions were always answered in a timely manner. Will use her service”
    - Ginger


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