We provide Special Needs Planning services for Southwest Ohio and the Cincinnati-area.

We can help you plan your estate to provide support for your loved ones with special needs to ensure that their entitlement to current and future government benefit programs is protected.

Our firm examines all parts of your case, whether the funding is from family, inheritance, or a settlement, and crafts a trust that will work in your family member's best interest.

Services

Medicaid

Trust Planning To PRESERVE Benefits

From applying for Medicaid on your behalf to conducting interviews and dealing with appeals, we can help you navigate the complexities of Medicaid and receive the greatest assistance from it and other various government programs.

Our comprehensive plans for support through Medicaid look at your entire situation and protect your family's assets without affecting the long-term support from Medicaid.

There are multiple types of Trusts available to financially support your loved one with special needs to provide for supplemental services while safeguarding the right to government benefits.

We can help you create a plan that works for your specific needs with our knowledge of various programs and by evaluating the source of funds to pick the right type of Trust to support your family member long-term.

Resources

S upplemental Security Income Benefits

Information about Supplemental Security Income, what are it's benefits and who can apply for it.

View on (Social Security Agency) SSA.gov >

O hio Department of Developmental Disabilities (DODD)

The Ohio Department of Developmental Disabilities (DODD) oversees a statewide system of supports and services for people with developmental disabilities and their families.

View on dodd.ohio.gov >