Welcome to Special Planning, LLC.
SPECIAL PLANNING FOR SPECIAL PEOPLE™

Special Planning, LLC provides personalized specialized legal and insurance planning services to parents and caregivers of persons with disabilities.

Special Needs Estate Planning

Who will take care of your physically or developmentally disabled child's personal, legal and financial matters once the parents or caregivers pass away?  Without proper planning, your disabled child or family member will likely be disqualified from receiving Medical Assistance, SSI or other governmental benefits if he or she receives an inheritance of as little as $2,000.

Attorney Paul Heckt understands first-hand what life is like with a family member who has special needs. His older sister and his adopted daughter are both living with developmental disabilities. "They bring joys and challenges to our lives every day." says Paul. As both a parent and a sibling, Paul understands both the tough parts and the fun parts of caring for persons with physical and developmental disabilities. Indeed, Paul feels so passionate about special needs estate planning that he regularly gives free seminars to group homes, parent groups and other associations who specialize in caring for developmentally disabled and physically disabled children and adults.

Paul's services include drafting supplemental needs trusts and special needs trusts, wills, letters of instruction and other legal documents.

Planning is critical when you care for individuals with disabilities

Estate plans and trusts must be written using specific statutory language to allow persons with disabilities to retain their governmental benefits. We know and understand these special legal documents. We can help you do it right.

We make estate planning easy and affordable for our clients. We provide a checklist up front so you can compile the documents and paperwork, and we offer:

• House calls (in the Twin Cities area). We meet with you in your home at your convenience
• First meeting free
• Flat price per package based upon the complexity of your situation
• Everything can be done in one week

We provide a team approach utilizing an attorney, paralegal and support staff, plus outside associates, such as accountants, as needed.

"When I meet other people who have a disabled child and they find out that I have a daughter and a sister with developemental disabilities, there's almost a visible sigh of relief. They know they don't have to explain to me what it's like. I understand."

Attorney Paul Heckt