Special Needs Planning

Special Needs Planning in Oklahoma for Families Who Want Long-Term Peace of Mind

If you're caring for a child or loved one with a disability, estate planning takes on a new level of importance. We help families across Oklahoma create thoughtful, legally sound plans that provide care, stability, and financial protection-without risking vital benefits like SSI or Medicaid.


Whether you're in Oklahoma City, Edmond, Norman, or nearby communities, we'll walk with you to create a plan that works now and for years to come.

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What's Included in Special Needs Planning

Build a Plan That Supports Without Disrupting Benefits

Special needs planning often includes:

  • Special Needs Trust (SNT) - Holds assets for your loved one without affecting government benefit eligibility
  • Letter of Intent - Explains your loved one's daily routine, preferences, medical needs & more
  • Guardianship & Decision-Making Tools - Helps you appoint the right person to manage care or finances
  • Integrated Estate Plan - Coordinates your entire estate around the needs of your dependent
  • Coordination with Public Benefits - Ensures SSI, Medicaid, and other services aren't jeopardized


We'll take the time to understand your loved one's full picture-financial, emotional, and medical-so your plan truly fits your family.

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Why It Matters in Oklahoma

Without the Right Plan, Inheritance Could Disrupt Everything

In Oklahoma, if a person with special needs receives money or property outright-through a will, life insurance, or retirement account-they could lose access to benefits they rely on to live. Even a small inheritance can disqualify someone from Medicaid or SSI.


With the right planning, you can:


  • Make sure your loved one's care isn't interrupted
  • Protect benefits without giving up control
  • Appoint someone you trust to make decisions
  • Create a long-term care plan beyond your lifetime
  • Reduce future legal costs or family conflict


We've helped families from Mustang to Nichols Hills build plans that give them peace of mind and protect what's most important.

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We listen before we plan.

No two families are alike-we'll take the time to understand yours.

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We explain everything clearly.

Government benefit rules are complex, but we'll walk you through them without legal speak.

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We stay involved over time.

As your loved one's needs change, we're here to help you update your plan.

Three Ways We Help

Planning That Respects Your Loved One's Needs

FAQs

Common Questions About Special Needs Planning

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  • What is a Special Needs Trust, and why is it necessary?

    A Special Needs Trust (SNT) allows you to set aside money for a loved one with a disability without disqualifying them from public benefits like Medicaid or SSI.

  • Can I leave money directly to my child if they have a disability?

    You can, but it's risky. Even a small inheritance can make them ineligible for the programs they rely on. A properly structured trust is a better solution.

  • Do I need an attorney for this?

    Yes. Special needs planning involves complex legal and financial considerations that need to meet both state and federal requirements.

  • What if I already have a will-do I still need this?

    Most likely. A will alone may not protect your loved one's benefits or provide a full care plan. We'll review what you have and help you fill the gaps.

Give Your Loved One the Long-Term Support They Deserve

Let's build a plan that honors your family's unique needs-today and for the future.

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