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Special Needs Planning

Count on Capital Intelligence Associates to provide the level of knowledge, understanding and compassionate guidance you expect—allowing you to focus on other important family priorities.

One of the more critical areas of planning we engage in with clients is Special Needs Planning. For parents or adult siblings caring for a child or relative with special needs, simply finding professionals who can provide the specialized advice and guidance you require can be difficult. This is a highly complex area of planning that requires advisors who are not only experienced in financial and estate planning, but well-versed in the myriad of ever-changing tax legislation.

At Capital Intelligence Associates, we can help educate and guide you in developing and managing a Special Needs Trust. Our many years of experience in estate and legacy planning and our access to the resources, outside professionals and specialized expertise you may require, enables us to develop a strategy customized to your unique situation.

A Focus on Children with Special Needs
We are often contacted by family members in a time of crisis when decisions must be made without an opportunity for advance planning. These often include:

  • At a child's 18th birthday
  • Upon turning age 22
  • Upon the death of a parent or grandparent
  • Loss of SSI or SSDI benefits due to improper planning

Our COMPREHENSIVE PLANNING APPROACH strives to ensure that preparations for these and other situations are considered well in advance and given the proper thought and analysis to help ensure plans are in place to protect your child or loved one. This helps you feel confident in your decisions and better prepared for life’s unexpected events. The following are among many common concerns we can help you address:

  • Developing an overall planning strategy
  • Identifying short- and long-term financial costs
  • Utilizing public and private resources
  • Addressing financial concerns regarding residential options


Tax and legal services are not offered by LPL Financial or Capital Intelligence Associates.