North Carolina Estate Planning

for Special Needs

Meeting in-person, audio & video conference

North Carolina Estate Planning

for Special Needs

Meeting in-person, audio & video conference

CALL NOW

704-270-5511

Helping You Protect Your Nest 🪺

Helping You Protect Your Nest 🪺

What Is A Special Needs Trust?

A special needs trust is a planning technique used when a will alone is not enough. A will is great at distributing property after you pass away. However, if you have a disabled beneficiary, or you are trying to protect assets from long term care expenses, a will is not enough. Instead, you should consider a special needs trust to protect your assets. If you fall into either of these two categories, a special needs trust can benefit you because:

You can keep assets in a special needs trust while still taking advantage of government programs that support the special needs person
You can leave money to a special needs person without cutting off the government support they are receiving
You can preserve assets when needing long term care, so that you can pass that money on to your kids instead of paying everything to the nursing home, or to the government

If you don’t have a special needs trust, you could likely end up paying most, if not all, of your money to the government or to a nursing home.

What Documents Can We Prepare?

What Documents Can We Prepare?

Foundational Documents

A Will

Financial Power Of Attorney

Medical Power Of Attorney

A Living Will (also called an Advanced Directive)

Living Trusts

Irrevocable Trusts and Revocable Trusts

Asset Protection Trusts

Real Estate Trusts

Special Needs Trusts

Educational Trusts or Student Fund Trusts

Pet & Gun (NFA) Trusts

Asset Protection

Asset protection is a critical aspect of estate planning, designed to safeguard your wealth from creditors, lawsuits, and unforeseen financial risks. By implementing effective legal strategies, you can preserve your assets for future generations while maintaining control over how they are distributed. With proper asset protection, your legacy remains secure, no matter what challenges arise.

Kathleen O’Day

Estate Planning Attorney

Helping You Protect Your Nest!

I’m Attorney Kathleen O’Day. I’ve lived in North Carolina for 10+ years and have 25+ years experience as an attorney.

My planning approach is like an architect designing a custom home for my clients. In our meeting, we will create a “blueprint” together for your custom estate plan that has the features and benefits you request and need. Then, once we finish the design of your estate plan, I will create an estate plan like a contractor, building it nest egg by nest egg.

Kathleen O’Day

Estate Planning Attorney

Helping You Protect Your Nest!

I’m Attorney Kathleen O’Day. I’ve lived in North Carolina for 10+ years and have 25+ years experience as an attorney.

What Clients Are Saying…

⭐️⭐️⭐️⭐️🌟

Kathleen is a smart rock star at what she does. She’s so easy to work with, legal issues are actually fun with her! She communicates without jargon and confusing legal terms which we really appreciated to help understand the process. Everything was buttoned up and personalized. We’ve already recommended her in conversations with friends and family.
– Laura M.

After looking into estate planning and discussing it with friends and family, I realized it was time to get professional assistance. One friend recommended Kathleen, who did a fantastic job of explaining the various options, what to place where and why. I highly recommend Kathleen for your estate planning needs.
– William A.

Would you rather talk with an attorney before scheduling?

Request A Callback

Would you rather talk with an attorney before scheduling?

Request A Callback

"*" indicates required fields

Questions Your Attorney Will Ask You…

✅ What’s the government program you want to qualify for? ⏹ SSDI; ⏹ Medicaid; ⏹ Other State/Community-based programs that help pay for people’s needs.

✅ List of Assets, including approximate value – if you have investment assets, please bring a recent statement from the brokerage house that holds the assets

✅ List of names, addresses, and phone numbers for those to whom you plan on leaving assets in a will – usually this is children, relatives, or even charities

✅ A copy of the deed to any real estate you own – if you can find it

✅ Decide who you want to use as your agent under a power of attorney, and that person’s name, address, and phone number, if not included above

✅ Decide who you want to be in charge of distributing your assets upon your death, including that person’s name, address, and phone number, if not included above

✅ What’s the government program you want to qualify for? ⏹ SSDI; ⏹ Medicaid; ⏹ Other State/Community-based programs that help pay for people’s needs.

✅ List of Assets, including approximate value – if you have investment assets, please bring a recent statement from the brokerage house that holds the assets

✅ A recent bank statement

✅ List of names, addresses, and phone numbers for those to whom you plan on leaving assets in a will – usually this is children, relatives, or even charities

✅ A copy of the deed to any real estate you own – if you can find it

✅ Decide who you want to use as your agent under a power of attorney, and that person’s name, address, and phone number, if not included above

✅ Decide who you want to be in charge of distributing your assets upon your death, including that person’s name, address, and phone number, if not included above

Special Needs Trusts | Estate Planning For Special Needs | Davidson, North Carolina

North Carolina Estate Planning

for Special Needs

Meeting in-person, audio & video conference

CALL KATHLEEN O’DAY

704-270-5511