Special Needs Planning

We help you make a plan.

Those with loved ones having special needs and abilities face unique challenges while raising and planning for their loved one’s safety and security.  At Bennett Watson Trust & Estate, we help clients create plans that provide peace of mind that their loved one with a disability receives the proper level of care throughout his or her life.  We love that every person and situation is unique.  A properly prepared special needs plan balances the financial, social and medical needs of a person with a disability, as well as allowing room for future changes in these areas.  

We help design a plan to accomplish your goals, which may include:

  • Ensuring uninterrupted eligibility for Supplemental Security Income (SSI), Medicaid and other needs-based benefits
  • Maximizing public and private resources available to a beneficiary with a disability
  • Determining residential options should the current living arrangement become unavailable
  • Providing financial safeguards to prevent financially exploitation by others
  • Creating checks and balances between family, medical providers and trusted advisors providing accountability for all involved
  • Providing a process to modify the plan in light of changes in the law, healthcare or other event where modification benefits your loved one
  • Establishing a plan so other well-intended family members can leave a gift to your specially-abled loved one without disrupting the protection

Contact us today to find out more about planning for a beneficiary with a disability.

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2704 North Oak Street Bldg L | Valdosta, Georgia 31602 | (229) 262-7117