Special Needs Planning & Guardianship/Conservatorship
At The McCullough Group, we understand that families with loved ones who have disabilities face unique challenges—both today and in the future. Our combined approach to Special Needs Planning and Guardianship/Conservatorship ensures your loved one is protected, empowered, and provided for, no matter what life brings.
Comprehensive Special Needs Planning
Families with children or adults with disabilities need tailored legal strategies to secure their loved ones’ well-being and financial future. Our firm guides you through:
- Special Needs Trusts (SNTs): We help establish and administer SNTs to preserve eligibility for essential government benefits (such as Medicaid and SSI) while providing supplemental resources for quality of life.
- Public Benefits Protection: Our planning ensures your loved one doesn’t lose access to critical public assistance due to well-intentioned gifts or inheritances.
- Letter of Intent: We assist in preparing guidance documents to communicate your wishes regarding care, education, housing, and daily routines for your loved one.
- Coordination with Estate Plans: We integrate special needs planning into your broader estate plan, ensuring all family assets and inheritances are structured for maximum protection and flexibility.
Guardianship & Conservatorship Solutions
When a loved one cannot make informed decisions due to incapacity or disability, legal intervention may be necessary. The McCullough Group offers compassionate and experienced counsel in:
- Guardianship: We help families petition the court for authority to make personal, medical, and residential decisions for an incapacitated adult or minor. Our team ensures the process is handled with dignity and respect for your loved one’s rights.
- Conservatorship: When financial management is needed, we guide you in obtaining conservatorship to oversee assets, income, and expenses, always acting in the best interest of the protected person.
- Alternatives to Guardianship: Whenever possible, we explore less restrictive alternatives, such as powers of attorney or supported decision-making agreements, to preserve independence while providing needed support.
- Ongoing Support: Our commitment doesn’t end with the court order. We assist with annual reporting, compliance, and any modifications as circumstances change.
Why Choose The McCullough Group?
- Experience: Decades of focused estate planning and special needs law in Utah.
- Personalized Counsel: Every family’s situation is unique. We listen, advise, and build solutions that fit your needs.
- Long-Term Relationships: We partner with families, advisors, and care teams for ongoing support, helping you navigate life’s transitions with confidence.
- Comprehensive Estate Planning: Our expertise covers all facets of estate, tax, and asset protection planning, ensuring your loved one’s future is secure from every angle.
Get Started Today
Protecting your loved one’s future starts with a conversation. Contact The McCullough Group to schedule a confidential consultation. We’ll help you understand your options, answer your questions, and develop a plan that brings peace of mind to your entire family. Give us a call at (801) 530-7359 or info@tmglaw.com
OUR ATTORNEYS
Kate Nance – 801-530-7359
