Special Needs Planning

Protecting loved ones with thoughtful, long-term strategies

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Planning for a Secure Future

Comprehensive support for families with special needs

Special needs planning ensures that loved ones with disabilities are cared for now and in the future without jeopardizing access to critical benefits. At Lindholm Law, we help Houston families create customized plans that provide financial stability, long-term care solutions, and peace of mind. Our approach balances legal compliance, asset protection, and the unique needs of your family to secure a brighter future for your loved one.

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Understanding Special Needs Planning in Texas

Key insights to secure your family’s future

Families in Houston face unique challenges when planning for a loved one with special needs. Without proper legal structures in place, well-meaning gifts or inheritances can unintentionally disrupt eligibility for programs like Medicaid or Supplemental Security Income (SSI). Establishing a special needs trust is one of the most effective ways to provide financial support while protecting benefits.



Texas law offers several planning tools designed to safeguard assets and ensure continued care. Coordinating with experienced legal counsel is crucial to avoid common pitfalls and ensure compliance with both state and federal regulations. Lindholm Law helps families develop holistic strategies that address legal, financial, and personal considerations for lasting security.

Common Questions About Special Needs Planning

Thorough answers for Houston families

  • What is a special needs trust, and why is it important?

    A special needs trust allows you to set aside funds for a loved one with disabilities without affecting their eligibility for government benefits. It ensures long-term financial support and can be tailored to specific care needs. This tool provides peace of mind that your loved one will be protected even when you are no longer able to provide direct care.

  • Can I leave assets directly to my loved one in my will?

    Leaving assets directly can unintentionally disqualify them from programs like Medicaid or SSI. Instead, placing those assets in a special needs trust allows them to benefit from the inheritance without losing essential services. We guide you through structuring your estate to avoid these common mistakes.

  • Who should serve as trustee for a special needs trust?

    Choosing the right trustee is critical for ensuring the trust is managed properly. Trustees should be financially responsible and familiar with the unique requirements of special needs planning. We help you evaluate your options and establish a structure that provides oversight and long-term stability.

  • What is a letter of intent, and why do I need one?

    A letter of intent provides guidance to future caregivers about your loved one’s routines, preferences, and care needs. While not a legal document, it is an invaluable resource for maintaining continuity of care. We help you draft a comprehensive letter that reflects your family’s priorities.

  • When should I start special needs planning?

    It’s best to begin as early as possible to ensure long-term stability and avoid gaps in care or financial planning. Early planning allows you to coordinate resources and make adjustments over time as your loved one’s needs evolve. Starting now helps secure a smooth transition for every stage of life.