Estate Planning: Wills and Supplemental Needs Trusts

Proper estate planning is an essential component of the planning process for parents of children with special needs. Parents whose children may not grow up to be independent need to be particularly careful in designing their estate plans, and in the selection of the child’s guardian and trustee. Karen is an expert in helping people create cost-effective, individualized plans, including the use of a supplemental needs trust that will ensure that any money left to the child will not interfere with important government benefits.

What Clients Are Saying

You were so helpful on many different levels. We really appreciate it and wouldn’t hesitate to recommend you if the opportunity arises.

-Stephanie N., Carlyle

I wanted to thank you both for your help with the guardianship process. You made the process easy & painless!

-Karen M., Lynnfield

My wife and I worked with Karen Mariscal to create our will to leave our assets to our three children and to create a trust to meet the needs of our middle son who will need help with management of his finances and affairs. Ms. Mariscal’s ready answers to our questions, her suggestions, and her clear explanations reassured us that we were setting up the proper instruments for our son. Her experience and knowledge of estate planning for parents of child with special needs were evident and most appreciated. She explained the process by which our daughter in London could easily conduct duties as trustee for our son’s trust even though she was living in another country. Ms. Mariscal also explained clearly the potential services that are and would be available for our son, both government and private. We are most gratified that we have set up proper estate planning and resources for son.

– Jim P., Lexington