Milpitas, CA estates & probate attorney Elijah Keyes discusses special needs planning. A special needs individual is someone whose life is affected by a disability or a chronic illness that hinders their ability to secure self-sustaining employment in the future. These individuals exhibit a unique set of requirements, which can range from mental health challenges impeding their decision-making capabilities to physical disabilities necessitating specialized care.

Special needs planning encompasses a comprehensive approach that addresses these specific concerns while also considering strategies for probate avoidance. It assembles a holistic package designed to optimize the available benefits and support mechanisms tailored to the individual’s circumstances.

This multifaceted approach encompasses a spectrum of considerations. It involves addressing the social needs of the individual, catering to their physical and mental well-being, and even accommodating their spiritual needs if the family adheres to a particular religious tradition. Special needs planning requires meticulous attention to detail, and those experienced in this field are adept at navigating its complexities to ensure the best possible outcomes for the individual in question.