Special Needs Planning
Moonan, Stratton & Waldman, LLP assists clients with special needs and their families. We establish comprehensive plans for disabled individuals to ensure that they receive the care they need throughout their lifetime without jeopardizing eligibility for SSI and other needs-based government benefits. In order to protect and manage assets, these individualized plans may include a special needs trust or pooled trust. We also assist clients in establishing ABLE accounts if applicable to their unique situation.