Special Needs Planning

Understanding Guardianships & Conservatorships

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.

Tailored Financial Strategies for Special Needs Planning

At Sandberg, Stettler, & White, we understand that planning for the future of a loved one with special needs requires a personalized approach. Our experienced attorneys are dedicated to creating customized financial strategies that ensure long-term security and peace of mind for both you and your family member.

We offer a variety of financial planning services, including:

  • Special Needs Trusts: Safeguard your loved one’s eligibility for government benefits while providing additional financial support.
  • Estate Planning: Create a comprehensive estate plan that addresses your unique family dynamics and ensures your wishes are honored.
  • Government Benefits Navigation: Receive guidance on how to access and maintain essential government benefits without jeopardizing your loved one’s financial future.
  • Investment Strategies: Develop a tailored investment plan that aligns with your family’s goals and the specific needs of your loved one.

Our team is committed to empowering families through education and support. We take the time to explain the intricacies of special needs planning, helping you make informed decisions that will benefit your loved one for years to come. Contact us today to schedule a consultation and take the first step towards securing a brighter future for your family.

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

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.

Continue Reading Read Less

Contact Us Today

Let Us Help Secure Your Future

Start here to to get a consultation with our experienced team of compassionate attorneys. Use the form below or call us at (385) 481-5276.

  • Please enter your first name.
  • Please enter your last name.
  • Please enter your phone number.
    This isn't a valid phone number.
  • Please enter your email address.
    This isn't a valid email address.
  • Please make a selection.
  • Please enter a message.
  • By submitting, you agree to be contacted about your request & other information using automated technology. Message frequency varies. Msg & data rates may apply. Text STOP to cancel. Acceptable Use Policy

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.

    "Extremely knowledgeable and responsive."
    Hands down, Kelly White is the best attorney I have worked with. He is extremely knowledgeable, responsive, and knows UT law. Couldn’t have asked for better representation.
    - Jared B.
    "Just 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.
    "Can't Say Enough Good Things"
    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.
    "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.
    "Simple and hassle-free estate planning."
    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.
    - Jeff L.
    "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
    "Polite staff, swift service."
    I was able to get an appointment for my consultation right away. The office staff were very polite. Khole was great to work with, answered all of my questions and was very detail-oriented.
    - Melissa F.
    "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.
    - Nola L.