Special Needs Planning

Moonan | Stratton, LLP assists clients in Rhode Island and Massachusetts with special needs and their families.

Our team of lawyers establishes comprehensive plans for disabled individuals to ensure they receive the care needed throughout their lifetime without jeopardizing eligibility for SSI and other needs-based government benefits.

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.

special needs trusts
pooled trusts
ABLE accounts

Start your Special Needs Planning today.

From the Blog

Choosing an Investment Advisor for a Special Needs Trust

News, Special Needs PlanningBy Moonan | Stratton June 6, 2025

In many cases, the trustee of a special needs trust should hire a professional investment advisor. Here are some guidelines for hiring one.

Supplemental vs. Special Needs Trusts: Any Difference?

News, Special Needs PlanningBy Moonan | Stratton May 9, 2024

You may have heard the terms “special” needs trust and “supplemental” needs trust and wondered what the difference is. The short answer is that there’s no difference. Here’s the long answer.