Special Needs Planning

Special Needs Planning Attorneys in South Jordan, UT 

Serving Clients in Kaysville and Throughout the Wasatch Front

Caring for an individual with special needs is both challenging and rewarding. Have you legally prepared for your special needs family member if something were to happen to you? It’s imperative to have a plan in place to ensure that your loved one will have the financial and caregiving support they need in your absence. Sandberg, Stettler, & White helps our clients create legally binding special needs plans in South Jordan.  

Call us today at (385) 481-5276 for your initial consultation.

What Is Special Needs Planning?

Special needs planning is a legal strategy for any person or family member with a disability diagnosed at birth, in adulthood, or caused by illness or injury.

The legal strategies used in special needs planning include:

  • Special Needs Trusts (1st and 3rd party)
  • Supplemental Needs Trust
  • Revocable Living Trusts with Supplemental Needs Trust Articles
  • SSI
  • Medicaid
  • Guardianship

Why Choose Sandberg, Stettler, & White?

  • Empathy & Understanding

    We'll treat you with compassion - your concerns are our priority, and we're here to listen and support.

  • Integrity & Experience

    We uphold the highest ethical standards and bring a wealth of experience to every case.

  • Client-Centered Advocacy

    Your success is our success. We tailor our strategies to you and your specific needs.

  • We Speak Your Language

    We'll explain complex legal matters in plain language, ensuring you can make informed decisions.

Guardianship & Conservatorship

A guardian or conservator is appointed when an individual is incapacitated and can no longer handle their own affairs, medically or financially. A guardian protects your loved one’s health and well-being, and a conservator protects their finances.

If a spouse, sibling, or parent did not create a power of attorney before becoming incapacitated, you won’t be able to help them without first petitioning the court for guardianship or conservatorship status. The court must approve the petition and agree with medical evidence supporting the degree of incapacitation. 

Begin your special needs plan today by calling us at (385) 481-5276 or using our online form.

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5-Star Client Reviews

At SSW Law, You're Our First Priority

Read client testimonials in their own words and see the difference a compassionate and dedicated team of advocates can make.

    "Very Responsive"
    I worked with Casey for a VA pension application for my father. His analysis was thorough, delivered on time and helped me arrive at a data-driven decision. Casey was also simply nice to work with and very responsive.
    - Former Client
    "A Great Firm to Work With"
    He always was available and explained the legal terms and issues to where we could understand everything. No tricks, no problems, no hidden fees. Just a great firm to work with.
    - Steven M.
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    SSW Law helped me to enforce my mother's will, set up a trust, deal with the IRS, cash in all her assets, and distribute them to all the heirs. I can’t say enough good things about these guys.
    - John W.
    "On Top of Things"
    I’ve had a very good experience working with this firm.They worked with me and my parents to get their estate in order and he is very knowledgeable in all things related to the VA.
    - Former Client
    "Simple and Hassle-Free"
    SSW made our estate planning simple and hassle-free. Kohle was very patient and thorough, assuring that we fully understood all of our options. We will continue to use your firm for any changes to our estate.
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    "He Fights for What's Right"
    Kelly is knowledgeable and fights for what is right. He keeps you grounded throughout the court process and is reassuring. If you need someone to fight for your children he’s the one.
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    "Kind and Considerate"
    Everyone was so kind, considerate, knowledgeable and helpful as they considered my needs, wants and wishes. They were also considerate of my children as we met together.
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    "Knowledgable and Responsive"
    They’re awesome. These guys were easy to work with and weren’t trying to bill me for every hour possible. They took care of my family issues like family and my business/contract stuff like efficient professionals.
    - Ryan T.