Dedicated to Families with Special Needs
Special Needs Trusts, Conservatorships & Transitions
Thank you for visiting my site
I feel like I already know you.
You’re online doing research at 2 A.M. You’re sending emails late at night, looking for answers. You’re awake because your child is awake when they should be asleep, or, you’re awake because your child is actually asleep and it’s the only chance you have to get things done.
With 25 years experience working with special needs families, I've come to keenly understand the challenges faced by parents like you. Though each child's needs are varied and complex, the situations faced by families like yours are all too similar.
Stress and pressure fill your days. Resources are stretched. Questions about the future fill your mind like corn popping in a microwave.
I know you're always seeking solutions to help your child.
It would be my pleasure to help you in that journey.
And share some smiles along the way :)
Thank you for visiting my site. I hope to see you soon.
Michael
Services
Revocable Living Trusts
Your estate plan must provide for your entire family. Your Revocable Living Trust serves as the foundation for your estate plans. We have 20+ years experience helping thousands of parents create Living Trusts for their families.
Special Needs Trusts
Your Special Needs Trust is the cornerstone of planning for your child with special needs. We're experts at helping you create a comprehensive, highly-personalized Special Needs Trust to ensure your child's lifetime care and protection.
Conservatorships
When your child reaches age 18, the law takes away your parental rights. A Conservatorship ensures that you will continue to have authority and control to care for and protect your child beyond age 18. We've helped hundreds of families with Conservatorships for their adult children.
FIRST Plan
Special needs planning requires more than just a Trust. That's why we created the "Family Income, Reserve, & Security Trust." Your FIRST Plan takes into account the varying needs of all your children as life unfolds.
Six Degrees Planning
Effective special needs planning requires a lifetime perspective. Our special needs plans are built within our proprietary "Six Degrees of Transition" planning methodology. Our parents are very excited to see that there is a clear and practical path for their child's future, and their own.
GONE Planning
Our "Go Out Now & Enjoy" Transition Plan will help you put everything in place for your child's care and protection for the time when you can't be there. Then we help you actually see how everything works on your real-time "GONE Test Drive."
SpecialVest App
Michael built an App to help parents navigate life with special needs. SpecialVest helps you save time, reduce stress, and worry less about your child's care and future. Try it Free!
Learn MoreTestimonials
Getting Started is Easy!
Special Needs Planning is easier than you think.
Michael has developed a unique system customized for the specific lifestyle of special needs parents.
NO PREPARATION NEEDED
- No forms to fill out
- No pre-meeting paperwork
- No financial records, no documents required
- No pre-meeting decisions - no need to think about specific planning choices
CONVENIENT MEETINGS
- Video calls via FaceTime and Android
- Early AM and Evenings
- Personal meetings with "Lead Parent" for spouses
- one parent can handle everything when both can't come in
FLAT FEES FOR SERVICES
- No Hourly Billing - you'll know the exact cost before you start
- Fixed Fee for Trusts and Conservatorships - fees and costs set "up-front"
- Michael does not charge extra for Special Needs Trusts!
WHAT'S THE HARDEST PART OF SPECIAL NEEDS PLANNING?
Just one click :)
Scroll Down to Contact Michael now for your Free Consultation
Contact Michael
Contact Michael
Map
Blog for Special Needs Parents
Our blog contributors are special needs parents, special needs professionals, and myself.
The 7Keys Blog is where you will find helpful tips, guides and solutions so that you can worry less, and enjoy more, as you navigate life with a child who has special needs.
Hope to see you there!
-Michael
About
As an estate planning attorney, I've had the privilege of helping thousand of families prepare for their children's future, and then navigate the inevitable transitions as life unfolds.
I'm excited and proud to have recently re-directed my practice to focus on providing highly personalized services for our special needs families.
I hope to have the pleasure of meeting you soon!
-Michael
