Arizona Estate Planning

for Special Needs

Meeting in-person, audio & video conference

Arizona Estate Planning

for Special Needs

Meeting in-person, audio & video conference

CALL NOW

480-898-4224

Advising You Step By Step

Advising You Step By Step

What Is A Special Needs Trust?

A special needs trust is a planning technique used when a will alone is not enough. A will is great at distributing property after you pass away. However, if you have a disabled beneficiary, or you are trying to protect assets from long term care expenses, a will is not enough. Instead, you should consider a special needs trust to protect your assets. If you fall into either of these two categories, a special needs trust can benefit you because:

You can keep assets in a special needs trust while still taking advantage of government programs that support the special needs person
You can leave money to a special needs person without cutting off the government support they are receiving
You can preserve assets when needing long term care, so that you can pass that money on to your kids instead of paying everything to the nursing home, or to the government

If you don’t have a special needs trust, you could likely end up paying most, if not all, of your money to the government or to a nursing home.

What Documents Can We Prepare?

Foundational Documents

A Will

Financial Power Of Attorney

Medical Power Of Attorney

A Living Will (also called an Advanced Directive)

Living Trusts

Irrevocable Trusts and Revocable Trusts

Asset Protection Trusts

Real Estate Trusts

Special Needs Trusts

Educational Trusts or Student Fund Trusts

Pet & Gun (NFA) Trusts

Beneficiaries Deed

Also called a “Transfer On Death Deed.” You name the beneficiaries that will receive any real estate property upon your death. A beneficiaries deed is paired with your living will. This is a great method for avoiding probate and transferring real estate without a trust. Always consult your estate planning attorney.

Kristi L. Hancock

Estate Planning Attorney

Advising You Step By Step!

I’m Attorney Kristi Hancock. I’m born and raised in Arizona and have 10+ years experience as an attorney.

My planning approach is like an architect designing a custom home for my clients. In our meeting, we will create a “blueprint” together for your custom estate plan that has the features and benefits you request and need. Then, once we finish the design of your estate plan, I will create an estate plan like a contractor, building it step by step.

Kristi L. Hancock

Estate Planning Attorney

Advising You Step By Step!

I’m Attorney Kristi Hancock. I’m born and raised in Arizona and have 10+ years experience as an attorney.

What Clients Are Saying…

⭐️⭐️⭐️⭐️🌟

I was very pleased with the professionalism and efficiency. We were able to get our Living Trust and Wills set up and Kristi made it so easy for us! – Kelsey Schumacher

Kristi set up a trust for us and we were very happy with the service. She is very knowledgeable and was able to explain the legal jargon to our level. We will not hesitate to call on Kristi for our future needs. – Sharon Hood

Kristi has handled numerous legal items for me including the creation of my family trust. I always appreciate her getting to the heart of an issue and providing the guidance I need. I highly recommend her services. She’s also a wonderful person! – Sherrie Marney

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Questions Your Attorney Will Ask You…

✅ What’s the government program you want to qualify for? ⏹ SSDI; ⏹ Medicaid; ⏹ Other State/Community-based programs that help pay for people’s needs.

✅ List of Assets, including approximate value – if you have investment assets, please bring a recent statement from the brokerage house that holds the assets

✅ A recent bank statement

✅ List of names, addresses, and phone numbers for those to whom you plan on leaving assets in a will – usually this is children, relatives, or even charities

✅ A copy of the deed to any real estate you own – if you can find it

✅ Decide who you want to use as your agent under a power of attorney, and that person’s name, address, and phone number, if not included above

✅ Decide who you want to be in charge of distributing your assets upon your death, including that person’s name, address, and phone number, if not included above

✅ What’s the government program you want to qualify for? ⏹ SSDI; ⏹ Medicaid; ⏹ Other State/Community-based programs that help pay for people’s needs.

✅ List of Assets, including approximate value – if you have investment assets, please bring a recent statement from the brokerage house that holds the assets

✅ A recent bank statement

✅ List of names, addresses, and phone numbers for those to whom you plan on leaving assets in a will – usually this is children, relatives, or even charities

✅ A copy of the deed to any real estate you own – if you can find it

✅ Decide who you want to use as your agent under a power of attorney, and that person’s name, address, and phone number, if not included above

✅ Decide who you want to be in charge of distributing your assets upon your death, including that person’s name, address, and phone number, if not included above

Special Needs Trusts | Estate Planning For Special Needs | Mesa, Arizona

Arizona Estate Planning

for Special Needs

Meeting in-person, audio & video conference

CALL KRISTI L. HANCOCK

480-898-4224