Special Needs Month and Resources from Johnson Teigen, LLC

October 7, 2020 | Special Needs Planning

Johnson Teigen, LLC offers clients and professional colleagues advice, services, and resources related to helping individuals with disabilities and their families. Here is a sampling of the services we offer:

Develop comprehensive estate plans for our clients that incorporate the unique needs of their loved ones with a disability
Prepare special needs trusts to suit an individual’s needs and circumstances
Counsel clients on planning for a wide variety of assets, including planning appropriately for retirement accounts in light of the SECURE Act
Advise clients about Wisconsin pooled and community special needs trusts, like Wispact and Life Navigators
Inform families about ABLE accounts, incorporate the use of ABLE into estate planning and trust documents, and counsel fiduciaries on the dynamic uses of ABLE when applicable to an individual beneficiary’s situation
Help individuals with powers of attorney or supported decision-making agreements
Counsel individuals and families regarding public benefits based on disability, such as Social Security, Medicaid, and Medicare
Assist clients obtain court-appointed guardians and conservators
Advise trustees and fiduciaries who serve individuals with special needs
Assist fiduciaries and individuals with post-death estate administration through probate proceedings and trust administration
Partner with personal injury attorneys about lawsuit settlements, disability law, and special needs trusts
Share information and strategies with financial and legal professionals through in-service and continuing education sessions
Work with advocacy and support organizations to provide learning opportunities to the community

The attorneys and staff of Johnson Teigen bring a collaborative approach to our special needs planning, so that each client has a strong team of professional and personal support.