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Elder Law and
Special Needs Beneficiaries
The legal, financial, social, and health care needs of the elderly and disabled often can be addressed through common estate planning techniques. Sometimes, though, special issues arise that require special assistance, such as:
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Qualifying for government benefits, such as Medicaid or Social Security disability benefits
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If necessary (for example, because of the lack of estate planning or other circumstances), assisting incapacitated individuals and their families through the guardianship and conservatorship process
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Other kinds of special needs planning for disabled individuals