Special Needs Law in Upper Arlington, OH
Planning on how to care for a family member or close friend with a disability can be challenging and nerve-wracking. Leaving certain assets to your loved one, such as money, can affect his or her ability to receive assistance from government-run programs. When you have questions about how to start planning for the future, consult with Law Office Of Jonathan J. Schlegel, Esq..
Our special needs trust lawyers in Upper Arlington, OH have the legal expertise to walk you through your options, one of which is a special needs trust. This type of trust allows you to leave assets to a trustee who has total control over the management of the assets. This way, your loved one will not lose any government benefits.Ensure Your Loved Ones are Cared for with Trust Attorneys
Before many of our clients come to see us, a constant worry of theirs is the future of their loved ones. Will they be able to care for themselves? If they cannot, how can friends and family members ensure they are given the proper medical attention and financial assistance? Each of our clients has a unique story and we are here to listen. Our attorneys help you create a trust that fits your situation best. Rely on us to draft a trust that guarantees your loved one maintains the same quality standard of living.
Contact our firm to ensure your loved one is taken care of. We proudly serve clients in Upper Arlington, OH.
Very professional. Helped our family through a tough process. Highly recommended
Jonathan was extremely knowledgeable about the tenant-landlord relevant to my situation. I secured his services for an eviction in Hamilton County. He was extremely dedicated and responsive to all of my needs and we successfully won the eviction hearing on the first try. I would definitely use his services again and I highly recommend him if you find yourself in a situation where you need an eviction attorney.
My wife and I needed to establish a trust for our special needs son to allow him to retain his government assistance even if he were to receive inheritance from us or other gifts exceeding the Social Security maximums. Mr. Schlegel did an excellent job of explaining the options to us and walking us through the process of implementing the proper documentation for our complete estate planning. He was very helpful and patient in answering our questions and explaining everything. I would highly recommend him for estate planning, especially if that planning includes the need to establish a trust for a developmentally-disabled loved one.
My husband and I had already had a trust in place for our special needs son, we had previously done estate planning years ago with another attorney. We decided to contact Jonathan Schlegel just to update things. To our surprise the previous attorney not being experienced in dealing with Special Needs advised us improperly. Our son would of kept his medicaid benefits, but anything left in the Trust at the time of his death would go to the State, not on to our surviving family. Thank goodness we decided to see Jonathan Schlegel. He is very good at his profession, guided us through every step of the process. He was accessible through email and telephone calls no matter what day or time. We would highly recommend him for any Estate Planning. He has a passion for the special needs population!!! And even volunteers with a local organization of Special Olympics!! Don't hesitate to call him, you won't be sorry!!!!
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