Supplemental Needs Planning in Missouri

Supplemental Needs Planning Services

Supplemental Needs Planning at Fennell Elder Law and Estate Planning: Safeguarding Your Loved Ones

Taking care of a loved one with special needs involves a complex layer of emotional, physical, and financial considerations. At Fennell Elder Law and Estate Planning, we understand this complexity and are dedicated to helping families, establish comprehensive Supplemental Needs Plans. Our goal is to ensure that your loved ones are taken care of, even when you are no longer able to do so yourself.

Understanding Supplemental Needs Planning

Supplemental Needs Planning (also known as Special Needs Planning) is a legal process that helps families provide for the financial needs of a family member with a disability, without jeopardizing their eligibility for essential government benefits such as Medicaid and Supplemental Security Income (SSI).

A well-drafted Supplemental Needs Plan typically involves the creation of a Supplemental Needs Trust (SNT), which holds assets for the benefit of a person with special needs. The trust can pay for various life-enhancing expenses without the funds being considered as available resources that could disqualify the beneficiary from public assistance.

Supplemental Needs Planning
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Supplemental Needs Planning

Our Approach to Supplemental Needs Planning

At Fennell Elder Law and Estate Planning, we believe that successful Supplemental Needs Planning requires an intimate understanding of your family’s unique circumstances, coupled with a deep knowledge of the relevant laws and regulations.

1. Tailored Planning

We take the time to understand your loved one’s specific needs and your family’s financial situation. This personalized approach allows us to craft a plan that is tailored to provide for your loved one’s particular needs, now and in the future.

2. Holistic View

We take a holistic view of planning, considering all aspects of your loved one’s care – from medical needs and daily care, to recreational activities and personal growth opportunities.

Our Supplemental Needs Planning Services

Our team at Fennell Elder Law and Estate Planning offers a comprehensive suite of Supplemental Needs Planning services:

1. Supplemental Needs Trusts (SNTs)

We assist in the creation of SNTs, ensuring that they are correctly set up to protect your loved one’s eligibility for public benefits.

2. Future Care Planning

We help you plan for your loved one’s future care needs, considering factors such as housing, daily care, medical needs, and financial resources.

3. Guardianship / Conservatorship

If needed, we can assist you in setting up guardianship and/or conservatorship for your loved one.

4. Advocacy

We advocate for your loved one’s rights, ensuring they receive the services and supports they are entitled to.

5. Benefit Maintenance

We provide guidance on how to maintain eligibility for public benefits and address any challenges that may arise.

Your Supplemental Needs Planning Partner in St. Louis, Missouri

Based in St. Charles, Missouri, Fennell Elder Law and Estate Planning is committed to helping families establish effective Supplemental Needs Plans. Our dedicated team is here to provide you with the legal guidance, support, and resources necessary to ensure your loved one’s well-being, now and in the future.

Planning for a loved one’s future can be a challenging task, fraught with emotion and complexity. At Fennell Elder Law and Estate Planning, we’re here to lighten your burden, providing you with the peace of mind that comes from knowing your loved one will be well cared for, no matter what the future holds.

Contact us today to learn more about our Supplemental Needs Planning services. Our empathetic and knowledgeable team is ready to guide you through every step of the planning process, providing you with the tools and resources you need to secure a safe, comfortable, and fulfilling future for your loved one.

Our Approach to Supplemental Needs Planning

At Fennell Elder Law and Estate Planning, we believe that successful Supplemental Needs Planning requires an intimate understanding of your family’s unique circumstances, coupled with a deep knowledge of the relevant laws and regulations.

1. Tailored Planning

We take the time to understand your loved one’s specific needs and your family’s financial situation. This personalized approach allows us to craft a plan that is tailored to provide for your loved one’s particular needs, now and in the future.

2. Holistic View

We take a holistic view of planning, considering all aspects of your loved one’s care – from medical needs and daily care, to recreational activities and personal growth opportunities.

Your Supplemental Needs Planning Partner

Based in St. Charles, Missouri, Fennell Elder Law and Estate Planning is committed to helping families establish effective Supplemental Needs Plans. Our dedicated team is here to provide you with the legal guidance, support, and resources necessary to ensure your loved one’s well-being, now and in the future.

Planning for a loved one’s future can be a challenging task, fraught with emotion and complexity. At Fennell Elder Law and Estate Planning, we’re here to lighten your burden, providing you with the peace of mind that comes from knowing your loved one will be well cared for, no matter what the future holds.

Contact us today to learn more about our Supplemental Needs Planning services. Our empathetic and knowledgeable team is ready to guide you through every step of the planning process, providing you with the tools and resources you need to secure a safe, comfortable, and fulfilling future for your loved one.

Our Supplemental Needs Planning Services

Our team at Fennell Elder Law and Estate Planning offers a comprehensive suite of Supplemental Needs Planning services:

1. Supplemental Needs Trusts (SNTs)

We assist in the creation of SNTs, ensuring that they are correctly set up to protect your loved one’s eligibility for public benefits.

2. Future Care Planning

We help you plan for your loved one’s future care needs, considering factors such as housing, daily care, medical needs, and financial resources.

3. Guardianship / Conservatorship

If needed, we can assist you in setting up guardianship and/or conservatorship for your loved one.

4. Advocacy

We advocate for your loved one’s rights, ensuring they receive the services and supports they are entitled to.

5. Benefit Maintenance

We provide guidance on how to maintain eligibility for public benefits and address any challenges that may arise

Other legal practice areas

At Fennell Elder Law and Estate Planning, we offer a range of additional legal services to address various legal needs. Our experienced attorneys are well-versed in these areas and can provide you with the knowledgeable guidance and representation you require.

Probate and Trust Administration​
Probate and Trust Administration

Probate and Trust Administration at Fennell Elder Law and Estate Planning: Your Trusted Ally in St. Louis, Missouri

Elder Law

Understanding Elder Law: Our Comprehensive Approach at Fennell Elder Law & Estate Planning, LLC

Estate Planning

Estate Planning at Fennell Elder Law and Estate Planning: Crafting Legacies in St. Louis, Missouri