Bowditch & Dewey has a team of experienced lawyers that assists with the many complex issues in the areas of Special Needs and Disability Planning for adults and minor children. At Bowditch & Dewey, our lawyers help craft solutions to give our clients financial security and peace of mind, for present day needs and for those that are anticipated for the future.

• Guidance and advice for estate planning, trust planning and planning for public assistance benefits (such as Medicaid, SSI, etc.).
• Trust preparation and drafting, including third party-type special needs trusts and first party (D4A)-type special needs trusts.
• Trust implementation services.
• Trust administration services. 
•  Protection of inherited assets, including those via estates, other trusts, life insurance policies and/or retirement accounts. 
•  Protection of assets acquired because of accident or injury, such as assets obtained via settlement, structured settlement or judgment.
• Probate Court representation, including in guardianships, conservatorships, estate planning petitions and other proceedings.
• Counseling Trustees concerning their role, duties, authorities and legal obligations.
• Coordination with other members of the client’s advisory team, including medical professionals, care managers, government agencies, financial planners, accountants and others.
• Serving as Trustee of special needs trusts. (Our attorneys often serve as Trustee or as co-Trustee of special needs trusts and other types of trusts.)