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Supplemental Needs Trust

Special Needs Planning Lawyer in Dallas-Fort Worth

Helping Families Care for Their Loved Ones with Special Needs

The attorneys of Crain & Wooley have extensive experience helping families with special needs. We understand the challenges that come with caring for a child or loved one with special needs and the planning that must take place to ensure that they are cared for in the future. Our team is dedicated to helping you create a plan that will help you provide for your loved one as they grow.

If you would like to learn more about special needs planning, call our Plano office at (972) 945-1610 or contact us online.

What Is Special Needs Planning?

Special needs planning is the process of developing a strategy to provide for the financial and legal needs of a person with a disability.

This includes creating a special needs trust, durable power of attorney, and other legal documents to ensure that the person is cared for and their financial future is protected. Special needs planning is an important way to ensure that your loved one has the resources and care they need.

Why Is Special Needs Planning Important?

Special needs planning is important because it allows you to provide for your loved one as they grow. It also allows you to protect your loved one from becoming a public charge. If your loved one receives public benefits, they may lose those benefits if they receive gifts or inheritances. Special needs planning allows you to provide for your loved one while protecting their benefits.

It is also important to plan for the future because your loved one's needs will change over time. As they grow, their needs will change, and you will need to adjust your plan to meet their changing needs.

Benefits of Special Needs Planning

Special needs planning provides numerous benefits for you and your loved one. It allows you to provide for your loved one as they grow. It also allows you to protect your loved one from becoming a public charge. Finally, special needs planning allows you to create a plan to meet your loved one's changing needs as they grow.

The benefits of special needs planning include:

  • Providing for your loved one
  • Protecting your loved one from becoming a public charge
  • Helping you adjust as your loved one's needs change

Helping Families Care for Their Loved Ones with Special Needs

The attorneys of Crain & Wooley have extensive experience helping families with special needs. We understand the challenges that come with caring for a child or loved one with special needs and the planning that must take place to ensure that they are cared for in the future. Our team is dedicated to helping you create a plan that will help you provide for your loved one as they grow.

If you would like to learn more about special needs planning, call our Plano office at (972) 945-1610 or contact us online.

Satisfied Clients Tell Their Stories

  • "Very Professional, Thorough and Good Communicators"
    Justin and his staff were very professional, thorough and good communicators. They prepared every doc they committed to, and in a timely manner. I like the lump sum fee arrangement. I would definitely recommend them.
    - Bart Hubbard
  • "We are so grateful we did this."

    We had been wanting to do and understand a trust for a long time. Once we received the meeting invite, the rest was easy. We learned about wills and trusts in an understandable way. Justin and his team are organized, thorough, friendly and helpful. They coordinated and explained each step of the process. We are so grateful we did this. The cost was invaluable. Thank you for everything. 

    - Shelly Torti
  • "Would Definitely Recommend Crain & Wooley"

    We attended a lunch seminar hosted by Shelly Joyner and her team to listen and learn more about our options with Trusts. Based on Shelly's presentation, examples, and knowledge of Trusts, we were sold on Crain & Wooley as the firm to prepare and manage our Trust.

    The Crain & Wooley process from start to finish was fast, efficient and very professional. Throughout the progression, both Shelly and Steve Crosby communicated, answered all our questions, and provided various trust documents through the portal for our review /comments.

    Would highly recommend the services of Crain & Wooley!!

    - Paul & Helen Cherry
  • "Made the Entire Process a Seamless Operation"

    Finding a law firm to assist me in creating a "Living Trust" was very confusing. After interviewing three law firms, I chose Crain & Wooley.

    They got back to me quickly after the initial consultation and made the entire process a seamless operation. 

    I highly recommend and will work with Shelly Joyner and Crain & Wiiley again in the future. 

    - Ricky Ellis
  • "I would return for other legal issues and would highly recommend this firm for legal advice."
    I am very pleased with the professional services of Crain and Wooley law firm with the trust documents formalized on my behalf.  The fees were fair and the result was done in a few weeks. Terms and legal explanations were understood. I would return for other legal issues and would highly recommend this firm for legal advice.
    - Alex Montanez
  • "I had a fantastic experience with your law firm and now I can relax!"
    I had a fantastic experience with your law firm and now I can relax because I have my affairs in order! It was a very easy process, very informative, easy to gather their information and get the awesome result of having all my documents into my trust. Very impressed with the professionalism of Shelly Joiner, Jessica and Steve. I highly recommend this law firm Crain & Wooley for all the estate planning needs. Thank you!
    - Wanda Echevarria
  • "Very Thorough In Explaining My Options"
    Shelly was very thorough in explaining my options in estate planning and reviewing the documents I did have. I appreciate the speed and ease in completing my documents and support in transitioning my home into our living trust.
    - David Smith
  • "We Felt Valued, Cared for and Appreciated"
    It was a pleasure working with Justin Crain, Shelly Joyner, Steve Crosby, and the entire staff at Crain and Wooley. From the moment we walked into their office, we felt valued, cared for and appreciated. Justin took the time to explain to us the benefits of creating a trust and patiently answered all of our questions. My wife and I particularly appreciated their educational emphasis. They provided us with videos and literature that deepened our understanding of the process and purpose of  creating a trust. We never felt any pressure during our meetings with them to purchase any legal products or services. They educated us, encouraged us to ask questions, and let us make our own decision. We did decide to create a living trust, and we are very pleased with the results.
    - William Benninghoff

Designed for Your Comfort & Convenience

Estate Planning With Us Means:
  • Flat-Rate Pricing*

    Finally, you won’t need a lawyer to understand your legal fees. We clearly communicate our pricing structure upfront, so you can feel comfortable with our service from start to finish. No surprises, no hidden fees. *Our flat rate fees apply only to proactive planning services.

  • Optional Lifetime Guarantee
    With our optional lifetime guarantee, your will and trust will be automatically updated over the years to ensure it stays current with best practices, reflects your current wishes and minimizes future confusion for your family.
  • Knowledgeable Service
    Laws change all the time. We stay up to date with all the latest information so that you’re covered. No one else in the region is as dedicated or educated in this area of law. We’re the experts so you don’t have to be.