Law Offices of Barton P. Levine
260 Madison Avenue
New York, NY 10016
Phone: (888) 268-4425
Fax: (212) 268-6267
About the Firm
Our firm is dedicated to providing our clients with quality estate planning services, NYC probate & estate Administration, bankruptcy representation, special needs planning, medicaid planning, guardianship representation, elder law representation and real estate representation.
When you visit or call our office, we want you to feel comfortable discussing the matters that concern you. We want to arm you with the information you need to make informed decisions.
Our firm is located in Manhattan and serves clients throughout the Greater New York City (NYC) area, including Manhattan, Queens, Bronx, Brooklyn, and Staten Island.
To arrange for a free initial consultation, call us toll-free at (888) 268-4425, or contact us online.
Planning for Those With Special Needs
Ensure your loved one’s needs are met by learning all you need to know about Special Needs Planning. Please visit our Special Needs Planning page for a valuable free report and short educational video.
Families who have a family member with a disability must plan for the future very carefully. How assets are left after your death can have a tremendous impact on the quality of life for that person. In the past, a Will may have been enough, but times have changed. To protect a person with special needs, a well-defined estate plan is vital.
How A Special Needs Trust Works
A Special Needs Trust allows a parent, grandparent or guardian to provide funds for a disabled child without disrupting the child’s eligibility for government aid. Setting one up is a fairly simple process. Important points to remember while investigating the use of this estate planning tool are:
Decide on an appropriate guardian for your child
Determine who would be a suitable Trustee(s) to manage the Trust’s assets and supervise your child’s finances
Outline instructions for your child’s education, housing, personal and emotional needs
Our law firm helps families address the financial, legal and social aspects of a person’s life to develop an effective plan for the future. Our goal is to ensure that their needs are met and that they have the opportunity to expand their horizons and follow their dreams.
- Request a free 15 minute telephone consultation today or call us toll free at (888) 268-4425.