Splitting Up Assets for Your Children: Considering Special Needs

January 28, 2020

There are many different circumstances that might prompt you to consider whether leaving an unequal estate plan to your children is recommended. Every family has different dynamics that must come into account when contemplating how to proceed with estate planning.

Special needs planning requires care

If you have a child with special needs, this should prompt you to schedule a consultation with an experienced estate planning lawyer. It can be very difficult to anticipate the type of care that a child with special needs might need in the future, as well as what types of public resources or benefits might be available to them.

You might discuss with your estate planning attorney the opportunity to create a special needs trust in addition to avoiding making other estate planning mistakes that could compromise your child’s eligibility for government benefits. Regardless of how you design the plan, this could also impact the assets left behind for your other loved ones.

It is likely that you will leave a larger portion of your assets to a child who has special needs than his or her siblings. While your child with special needs might also have siblings who love him or her and agree with the plan for long term care, you cannot rely on these siblings alone to take care of a child who has additional needs.

Removing your other children from any other financial burdens associated with that child can give you and your loved ones peace of mind.        


Practice Areas:



Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Payment Portal
for Tax and Accounting invoice

This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts

Can High Earners Benefit from the New Senior Tax Deduction?

The One Big Beautiful Bill Act introduces a senior tax deduction for those 65+. Learn how high earners can use charitable giving strategies like QCDs to qualify and reduce taxes. The New Senior Tax Deduction: What You Need to ...

<p>The post Can High Earners Benefit from the New Senior Tax Deduction? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

2026 Market Outlook: Navigating Noise with Strategic Clarity

As political and economic noise increases in 2026, investors can stay grounded by focusing on earnings, AI productivity, and tax advantages. Discover key strategies from ...

<p>The post 2026 Market Outlook: Navigating Noise with Strategic Clarity first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Are You Ready for Tax Season? Smart Strategies to Stay Ahead in 2026

Tax season is here—are you prepared? Discover key strategies for high earners, business owners, and legacy-minded families to reduce stress, optimize returns, and align with ...

<p>The post Are You Ready for Tax Season? Smart Strategies to Stay Ahead in 2026 first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>