Estate planning attorney for people with disabilities in Bergen County, NJ

Call for an Appointment

Tel: 201-794-1100 | Fax: 201-794-7470

We Speak Spanish - Se habla español

Estate Planning For People With Disabilities


Why should I establish a trust for a disabled individual in my family?

Must the trust that I establish for my disabled child be funded now?

How often should my estate plan related to my disabled child be reviewed?

What are my duties as a representative payee for social security benefits?

Why should I establish a trust for a disabled individual in my family?
As a parent of a disabled individual, you want to make sure that the assets that you intend for this child to inherit will in fact go to them. Moreover, you want to make sure that if your disabled child needs money down the road, that money is in fact available to them and only them. Furthermore, you want to make sure that no other individual has standing to interfere with the assets that you intend for your disabled child to make use of. Establishing a trust for your disabled child avoids unnecessary fighting with other family members and, assures that your child is financially secure in the manner that you intended for them to be.
Back to the Top

Must the trust that I establish for my disabled child be funded now?
Not necessary. Usually such trusts are funded at death unless health, tax or other compelling reasons necessitate otherwise. The trust can be funded prior to death and that choice is up to you.
Back to the Top

How often should my estate plan related to my disabled child be reviewed?
Your estate plan should be reviewed every 3 years by you and with an attorney every 7 years unless a significant event occurs sooner. As a point of reference an adequate estate should include a will, power of attorney, a living will and a trust for a disabled individual in your family.
Back to the Top

What are my duties as a representative payee for social security benefits?
You have a duty to spend the money in the best interest of the disabled person for whom you are a representative payee. You should also keep adequate records of all your actions and transactions.
Back to the Top

Please see our Frequently Asked Questions regarding Special Education>>
Please see our Frequently Asked Questions regarding Adult Services For People With Disabilities >>

Please feel free to tour our site seeking anything that you may have in relation with our legal disability services in New Jersey. We are an experienced estate planning attorney in Bergen County, NJ .
For more information on estate planning for those with disabilities, please contact The Levine Law Firm with any further thoughts and questions, We will be more than happy to help.

Levine Lawyers provides legal services for these New Jersey counties:

Bergen County

Passaic County
Passaic County seal NJ Legal Services-Image
Essex County
Hudson County
Hudson County NJ Legal Services seal-Images
Morris County
Morris County NJ County Seal-Image


Levine Lawyers clients Testimonials in NJ-Title
"Courtesy, unity, knowledgeable. These are just a few words to describe the great work" Attorneys in New Jersey
More Client's Testimonials

©2015 G.A.L. Inc. an SEO Company in NJ company

Estate planning attorney for people with disabilities in Bergen County, NJ