Special Needs & Elder Law

Palm Springs Special Needs Attorney
Valerie Powers Smith handles special needs
and elder law matters for the firm

SBEMP’s Special Needs & Elder Law practice group provides representation and advocacy for individuals and families with special needs due to disability or age, providing a broad range of services, including; but, not limited to the following:

  • Special needs trusts (SNT)
    • A First Party or Self-Settled (a.k.a., d(4)(A)) SNT is funded with the assets of the individual with special needs, which typically come from settlement funds derived from a medical malpractice or personal injury lawsuit or assets the individual with the disability has accumulated or inherited. The purpose of creating such an SNT is to preserve current and future eligibility for means-tested governmental programs for the individual with the disability.
    • A Third Party SNT is funded with the assets of family and friends (a.k.a., third parties) for the benefit of an individual with special needs.
  • Guardianships & Conservatorships
    • A Guardianship or Conservatorship of the Person grants powers to the guardian over the incapacitated individual to make decisions regarding everyday matters such as medical care, residency and living arrangements, education, employment, and recreational activities.
    • A Guardianship or Conservatorship of the Estate or Property grants powers to the guardian to exercise decision making with regard to the incapacitated individual’s finances.
  • Trust, guardianship, and conservatorship accountings
  • Access to federal and state disability based programs
  • Medicaid planning
  • Medicaid, Medicare, and private health insurance coverage
  • Special Education

SBEMP’s West (Palm Springs, CA) and East Coast (NY, NJ, and PA) attorneys provide experienced counsel to disabled and aged individuals and their families.

Representative Counsel

Contact Our Special Needs & Elder Law Practice Group For a Consultation:

Palm Springs: 760.322.2275   Princeton: 609.955-3393   New York:  212.829.4399