Elder Law

Special Needs Planning in Tulsa

Protect Your Loved One’s Future & Secure Essential Benefits

Caring for a loved one with special needs requires thoughtful planning to ensure their long-term financial security and quality of life. Without the right legal protections in place, they could lose access to critical government benefits like Medicaid and Supplemental Security Income (SSI). We help families establish special needs trusts, guardianships, and benefit strategies to provide lifelong protection and peace of mind.

Who Is This For?

Our Special Needs Planning service is perfect for:

✔ Parents and caregivers of a child or adult with special needs.

✔ Individuals receiving Medicaid, SSI, or other disability benefits who need to protect their assets.

✔ Families who want to ensure lifelong financial support without jeopardizing government assistance.

✔ Anyone seeking guidance on guardianship, conservatorship, or long-term planning for a loved one.

Without proper planning, a well-intended inheritance or financial gift could unintentionally disqualify your loved one from crucial benefits. Our planning ensures they receive the care and resources they need—without risk.

What’s Included in Special Needs Planning?

  • Legally protect assets while maintaining eligibility for government benefits.

  • Appoint trusted individuals to make medical and financial decisions when necessary.

  • Navigate Medicaid, SSI, and other disability benefits to ensure ongoing support.

  • Document essential details about your loved one’s care preferences, medical history, and future needs to guide future caregivers.

How It Works

1. Schedule a Consultation

We’ll discuss your loved one’s needs, your family’s goals, and the best planning options for long-term protection.

2. We’ll create your custom plan

Our team will design a strategy that protects assets while securing essential benefits.

3. Get Lifelong Security & Peace of Mind

With a solid plan in place, you’ll know your loved one is cared for—financially, legally, and personally.

Give Your Loved One a Secure Future!

Planning today ensures that your loved one’s care, finances, and future are protected—no matter what happens. Let us help you navigate the complexities of special needs planning with confidence.

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