Special Needs Planning

Knowing your loved one with special needs will be well cared for is an invaluable gift. Special Needs Planning offers a comprehensive approach to securing their future, both financially and legally.

Safeguarding your loved one's future.

We understand the unique challenges faced by families with special needs individuals. Our team of experienced attorneys is dedicated to creating personalized plans that:



  • Maximize available assets: We ensure your loved one benefits from all resources while preserving their eligibility for government benefits.

  • Protect their dignity and independence: We utilize tools like ABLE accounts and well-drafted special needs trusts to safeguard their financial security and promote their autonomy.

  • Select appropriate fiduciaries: We guide you in choosing the right people to manage your loved one's care and finances, ensuring their well-being is always prioritized.

Special Needs Planning: Beyond the Basics

Planning for someone with special needs requires a holistic approach and must include both present-day and future needs:

  • Optimizing resources: We work with you to maximize the benefits of government programs, family support, and other income streams while safeguarding eligibility for public assistance.

  • Building the Support Team:  We work with you to help identify the critical people that will provide the needed supports to help your loved one successfully navigate day-to-day challenges and create their best possible life.

  • Letter of Intent:  We help you draft that most important Letter of Intent that serves as the roadmap to future caregivers, trustees and other support people to make sure that your loved one is well taken care of even after you’re gone. 

Our Approach: Experienced Guidance and Compassionate Support

We go beyond legal expertise by offering:

  • Comprehensive legal counsel: We address all aspects of your situation, providing holistic support.

  • Adaptability to changing circumstances: We create plans that can evolve alongside your loved one's needs and future changes in policies.

  • Empowerment through autonomy: We prioritize your loved one's independence and self-determination whenever possible.

Our firm has over 30 years of experience supporting families with special needs in the Annapolis area and beyond. We understand the unique challenges you face and are committed to providing peace of mind for you and your loved ones.

Contact us today for a complimentary consultation. Let us work together to build a secure and fulfilling future for your loved one.