Special Needs Planning
Special Needs Planning
Caring for a loved one with a physical or mental disability adds an extra layer of responsibility when planning for the future. Providing long-term support, stability, and protection becomes even more important, and traditional estate planning methods can sometimes create unintended consequences. In many cases, leaving assets directly to a disabled family member can jeopardize their eligibility for vital government assistance programs and health benefits. A knowledgeable special needs estate planning attorney can help anticipate these concerns, prevent costly mistakes, and create a plan that supports your loved one’s well-being for years to come.
Experience That Brings Peace of Mind
Years of Legal Guidance and Advocacy
States Admitted to Practice
Generations of Families Represented
What our Clients have to say.

Client, Special Education
Stephen
“Andrea was an outstanding advocate for our family during a complex and challenging special education process. She was thoughtful, strategic, and consistently one step ahead anticipating the district’s positioning early and helping us navigate decisions with the confidence we wouldn’t have otherwise had. Her judgment, preparation, and guidance were critical in reaching a favorable outcome that initially seemed impossible. We are very grateful for her support and recommend her without hesitation.”

Client, Estate Planning and Real Estate
Gerry
“Anna and Lou Sorgi have been our Family Attorneys for over 30 years. They have always provided expert legal advice and timely service. Their guidance is one we trust and rely on.”
Testimonials
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Trust Score 5.0

