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Estate Planning › Guardians › Special Needs Trust

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Cole Schotz

Naming a Guardian: It’s More Important Than You Think

Cole Schotz on

It is easy to mistakenly assume that naming a guardian in estate planning documents is only critical for individuals with minor children. In reality, however, appointing a guardian is just as important for parents as it is...more

Cozen O'Connor

Top Ten Reasons You Need an Elder Law Attorney

Cozen O'Connor on

As the chair of the Elder Law Practice Group, I see a lot of issues that the firm’s clients encounter in their personal lives. As we begin the new year, I thought it appropriate to write about the areas of our practice that...more

Chambliss, Bahner & Stophel, P.C.

When Should You Consider Changing Your Special Needs Plan’s Key Players?

Chambliss, Bahner & Stophel, P.C. on

You have completed and executed your plan for your special needs child. Everyone you’ve selected to serve—your guardian, your trustee, your health care proxy, your executor, and possibly a trust protector as well—has signed...more

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