Summary
This guide outlines the process of planning for families with loved ones who have special needs, emphasizing the importance of hiring an attorney specialized in this area. It details the complexities involved in special needs planning, which encompasses health, economic, legal, and family issues. The document provides criteria for selecting an attorney, highlighting the necessity for expertise in estate planning as well as special needs planning. It lists potential resources for locating qualified attorneys, including state bar associations and disability organizations. Additionally, the guide presents a series of questions designed to assist families in evaluating potential attorneys, covering areas such as expertise, experience, and any relevant awards or recognitions. The document also notes that it does not provide legal advice and encourages clients to consult their own independent advisors for specific legal, tax, or accounting needs.
