Family Security Planning for Households with Elderly Caregivers and Disabled Adult Children

Families in which one or more individuals over the age of 60 are responsible for caring for children with intellectual or psychiatric disabilities.

To address the dual challenge of caring for both the elderly parent and the disabled child, while ensuring continuity of guardianship after the parent's passing.

Preparing bequest-and-support agreements (expanding the scope of beneficiaries to include elderly parents and disabled children);
Drafting voluntary guardianship agreements, advance directives, wills, and provisions for testamentary guardianship;
Designing and implementing family trusts or special-needs trusts;
Designing and implementing testamentary trusts administered by individual trustees.