Special Needs Planning

If you are currently in crisis, click here to request expedited assistance.

If you have a loved one with special needs, whether it is a child, sibling or other relative, we realize how important it is to you that they are physically and financially protected if something ever happens to you. At Marshall, Parker & Weber, we know first-hand how the wrong legal documents can strip a person with a disability of their much-needed government benefits.

How We Can Help

You do not want to disinherit your child or beneficiary with special needs, or rely upon another family member to share their inheritance. Through our special needs planning services, we can help you:

Identify ways for your loved one to receive care they need.
Leave funds for the benefit of the child without causing the child to lose important public benefits.
Explore whether a Special Needs Trust is a proper planning tool.
Decide whether an ABLE account is appropriate.
Develop a plan to protect your child or beneficiary with special needs’ public benefits.
Determine what is fair in terms of distributing your estate between your child with special needs and your other children.
Marshall, Parker & Weber has helped many families establish an estate plan that gives them the peace of mind of knowing their loved ones with special needs will be in good hands.

Ready to Get Started?

Estate Planning

Special Needs Planning

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September 27, 2023
Tammy Weber, Esquire

Estate Planning

Special Needs Planning

Age Limit Increase for The Able Act

May 19, 2023
Matthew Parker

What Our Clients are Saying

“My experience with Marshall, Parker & Weber was a smooth, easy and painless job. Mr. Parker answered and explained every step of my special needs trust without making me feel like a fool. It didn’t matter that we asked many questions, all were answered and explained. Mr. Parker’s assistants were kind and helped me out with every need. Thanks, from the bottom of my heart.” The very thorough documents were complete and presented to us in an excellent, useful binder."

Use Our Help Me Decide Tool

No matter what stage of life you might be in, estate planning is for you. But figuring out what documents you might need isn't always clear. That's why we made a tool to help you decide where to start.

Contact us for an Initial Consultation.

We serve individuals and families across Pennsylvania from three convenient office locations. Phone conferences and home visits are also available.

If you are currently in crisis, click here to request expedited assistance.

If you are currently in crisis, click here to request expedited assistance.

If you are currently in crisis, click here to request expedited assistance.