Client/Visitor Center

Special Needs

Checklist

Physical and Emotional Care of the Special Needs Individual:


Guardianship Issues

  • Who should assume the role of primary caregiver after the death or disability of the current primary caregiver?
  • Should the new primary caregiver(s) be given formal status as guardian of the person?
  • Should the same party acting as the guardian of the person act as guardian of the property?

Financial Considerations: Government Programs

  • Are government programs being used to assist in the care of the individual with the special need?
  • Will government programs be used to assist in the care of the individual with the special need after the demise of the current primary caregivers?
  • If government programs are to be used, review the means tests that are used to qualify for these programs.
  • Is the level of care provided under government programs sufficient for the financial and physical well-being of the individual with the special need?

Other Family Issues

  • Are there other children in the family?
  • Are there minor children in the family? What level of support will they need?

Estate Tax Issues

  • What is the expected size of the gross estate?
  • What, if any, is the potential estate tax liability?
  • Is there sufficient liquidity to meet this estate tax liability?

Planning Considerations

  • Will the special needs trust be appropriate to the current situation?
  • Consider the needs of the rest of the family. Have they been accounted for in the planning process?
  • Chart where the estate assets will pass. Who will be responsible for the special needs family member's physical and emotional care?
  • Who will be responsible for that family member's financial care?

Printable PDF File

specil needs checklist
Special Needs Checklist (pdf52k)


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