Reliable Disability & Estate Planning

Through Every Age & Stage of Life

Disability Planning Partners

Estate, Special Needs & Disability Planning in Connecticut

When it comes to estate lawprobateelder law, and disability planning, it can be difficult to know how to properly navigate these complex matters. They are both legal and financial in nature and also involve emotionally-charged issues that should be approached with the care they deserve. We built Disability Planning Partners to help others, with the specific goal of advocating for individuals with disabilities.

Our firm is built on the philosophy that there are four spheres of disability, each of which has its own unique set of effects and individual needs. We work hard to address all of the legal needs of those individuals living with intellectual and developmental disabilities, younger-onset disease processes, catastrophic injuries, and age-related disabilities. We go a step further than merely preparing paperwork for disability trusts and instead work to create an entire disability plan for our clients.

If you are an individual with a disability or have a loved one with special needs and are looking for legal guidance related to estate planning, wills, probate, or disability planning, you have come to the right place. We are committed to protecting the rights and interests of all of our clients. We provide sound legal counsel for estate planning in Hartford and throughout Connecticut. We rely on state-of-the-art technology to host video conferences and initial consultations and are always able to make house calls to accommodate your needs.

At Disability Planning Partners, we want to form a true partnership that lasts through all ages and stages of the disability, through all of life’s major transitions.

How We Help Individuals with Disabilities & the Elderly

We believe that through education, support, and teaching self-advocacy, in addition to legal planning and professional advocacy, we can bring new levels of independence to persons with disabilities, their loved ones, and their dedicated care team. In the realm of estate planning, elder law, and disability planning, this may include creating a plan for the future while addressing immediate needs to bring much-needed peace of mind.

We want to give you more than a single solution to a current problem. We want to share our knowledge and offer the level of legal counsel that can help you and your family achieve a stable future as we strive to attain your goals.

We are committed to helping people with such disabilities as:

  • Intellectual and developmental disabilities
  • Younger/early-onset diseases, such as Multiple Sclerosis, Parkinson’s, ALS, early-on-set dementia, and more
  • Catastrophic injury disabilities
  • Elder support and Alzheimer’s legal help

In this confusing and complicated arena, allow the entire team of Hartford disability planning attorneys at Disability Planning Partners to provide you with the guidance you need now, and for life’s future adventures.

Creating a disability plan for the future is important, even if you are healthy now. Our Hartford Estate Planning Attorneys at Disability Planning Partners can help you prepare for the unexpected.

Frequently Asked Questions

Can a person on SSI inherit a house or funds?

Any individual with a disability who is receiving a Supplemental Security Income benefit may inherit a house, money, or other assets.  Preferably, the inheritance should be funded into a Third-Party Special Needs Trust.  This Trust keeps the assets exempt and does not in any way inhibit the SSI benefit to the individual.  However, caution is needed when distributing money from the trust.  An appropriate Trustee should be well versed in how to make trust distributions comply with rules so that SSI remains in tact as a vital benefit.

What is the 5-year rule for Medicaid?

The 5-year look-back rule for Medicaid applies to individuals applying for long-term care at home or in a skilled nursing facility.  When an individual applied for Medicaid, the State looks back at 5 years of financial records to determine whether the individual gifted money or other property.  If the individual gifted money, then (unless an exception applies) the State will refuse to provide Medicaid benefits for a certain period of time known as a “penalty period.”  The penalty period is determined based upon the amount of money gifted during the lookback period.

Contact our offices at (860) 238-0031 to learn more about our firm and how we can help you.

4.5/5 (2 Reviews)