Special Needs Estate Planning
Planning for the Future—With Clarity, Confidence & Compassion
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If you’re caring for a loved one with special needs,
you already know: planning isn’t optional. It’s essential.
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But it doesn’t have to feel overwhelming or full of legal jargon.
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At Southeastern Law LLC, we help families build plans that protect benefits,
provide long-term support, and give everyone a little more peace of mind—without the stress.
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We’ll walk you through what you actually need,
answer your questions in plain English,
and help you leave with documents that work in the real world--all for a reasonable price.
​​Special Needs Trusts
Support your loved one without jeopardizing benefits
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A Special Needs Trust (SNT) allows you to set aside assets for a loved one’s care
without affecting eligibility for Medicaid, SSI, and other vital programs.
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We’ll help you:
Understand first-party vs. third-party trusts
Identify what expenses the trust can cover
Choose the right trustee
Avoid the hidden pitfalls that can cause benefit problems
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This is the cornerstone of special needs planning.
It's vital for preserving public benefits—and we make it as straightforward as possible.
Medicaid Planning
Long-term care is expensive. Smart planning isn’t.
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Medicaid can be life-changing, but the financial rules can be… less than intuitive.
We’ll help you navigate income and asset rules, transfers, and spend-down strategies.
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Together we can:
Protect essential resources
Plan for future care needs
Make sure your loved one stays eligible without sacrificing quality of life
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Special needs life is challenging enough. Let us take some of the pressure off..
Guardianships & Conservatorships
When you need legal authority to help someone you love.
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When a child with disabilities becomes an adult—or
when an adult can’t manage their own personal or financial decisions—you
may need a court-ordered guardianship or conservatorship.
We guide families through:
Evaluating whether court action is necessary
Choosing the least restrictive option
Filing the required paperwork
Preparing for hearings
Understanding your responsibilities once appointed
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We keep the process as chaos free and respectful as possible.
ABLE Accounts
A simple, flexible tool for saving money to benefit your loved one—without causing a loss of benefits.
ABLE accounts allow eligible individuals with disabilities
to save money (and even receive gifts) above traditional asset limits.
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We’ll help you:
Understand who qualifies
Compare ABLE programs
Coordinate your ABLE account with other planning tools
Avoid common mistakes that impact benefits
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Let us enABLE your special needs loved one!
Transition Guidance
From childhood to adulthood—without surprise plot twists.
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Turning 18 can be exciting, confusing, and full of changes for families managing special needs.
We help you plan ahead so nothing falls through the cracks.
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We cover:
Decision-making options at 18
Continued educational support rights
Public benefits changes and applications
Healthcare planning
Coordinating guardianship, powers of attorney, or alternatives
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Life's journey is hard enough, let us make it easier--we'll provide a roadmap.
Special needs estate planning is not one-size-fits-all.
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Every family is unique, and your plan should be too.
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We take the time to understand your goals
and guide you through each step—simply, clearly, and compassionately.
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Let’s Build a Plan That Works for Your Family
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Here’s how it works:
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Chat:
We'll talk about your family, goals, and concerns.
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Plan:
We'll recommend the documents that actually fit your life.
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Sign:
You'll review everything, ask questions, and sign with confidence.
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Let's start TODAY!