SPECIAL NEEDS PLANNING
SPECIAL NEEDS PLANNING
Special Needs Estate Planning focuses on providing for the special needs of our loved ones with disabilities when we are no longer there to organize and advocate on their behalf. Parents of children with special needs require careful estate planning choices to coordinate all of the legal, financial, and special care needs of their children – both now and in the future.
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Special Needs Trusts are a crucial component of your estate planning if you have loved ones with disabilities for whom you wish to provide after your passing. Many families struggle with the best way to provide for a child or other loved one who, due to a physical or mental challenge, and may never be in a position to effectively manage an inheritance. In addition, without proper planning, they may not qualify for certain supplemental government benefits, or become much more difficult to obtain.
Your Legacy Is Our Priority™
WHAT OUR CLIENTS SAY
We were referred to Mason & Associates by another attorney for their expertise in establishing special needs trusts for disabled individuals receiving Social Security Supplemental Security Income and Medicaid. Our goal was to establish a mechanism to provide for our son’s needs when we are deceased without jeopardizing his benefits. Mr. Mason guided us through options, oversaw the establishment of two special needs trusts, and wrote codicils to our wills. He was very knowledgeable, efficient, trustworthy, caring, and transparent in services provided and the costs of those services. He was also humble, easy to talk with, and understood our situation immediately. We think we won the lottery when we found him!
— Cynthia W, 2022
About the Company:
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Mason & Associates Law Firm is a boutique Estate Planning and Elder Law firm assisting residents in Tennessee and Kentucky, with offices in Gallatin and Brentwood, Tennessee. We are dedicated to providing client-centered, professional legal services that are individualized through one-on-one consultations. We delight in empowering our clients and community through education and providing specialized resources. Our integrity-driven team will help you protect your legacy while delivering outstanding quality at a reasonable cost. Your Legacy Is Our Priority™
Jake Mason, J.D., LL.M. (Elder Law & Estate Planning), CELA, EPLS, is the Owner of Mason & Associates Law Firm in Gallatin, Tennessee. He is Certified as an Elder Law Attorney with the National Elder Law Foundation, is board-certified in Estate Planning and Probate by The Estate Law Specialist Board, Inc., of the National Association of Estate Planners & Councils, is accredited by the United States Department of Veterans Affairs, and is licensed in Kentucky and Tennessee. Mason is the only attorney in Tennessee or Kentucky with Board-Certifications in both Elder Law & Estate Planning. Contact us to schedule a consultation via phone, in-office, or video conference at info@planyourlegacy.com or Gallatin (615) 989-7054 | Brentwood (615) 619-2791.
TESTIMONIALS
We were referred to Mason & Associates by another attorney for their expertise in establishing special needs trusts for disabled individuals receiving Social Security Supplemental Security Income and Medicaid. Our goal was to establish a mechanism to provide for our son’s needs when we are deceased without jeopardizing his benefits. Mr. Mason guided us through options, oversaw the establishment of two special needs trusts, and wrote codicils to our wills. He was very knowledgeable, efficient, trustworthy, caring, and transparent in services provided and the costs of those services. He was also humble, easy to talk with, and understood our situation immediately. We think we won the lottery when we found him!
— Cynthia W, 2022