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.

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

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    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.
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