Services

Cole Schotz’s Tax, Trusts & Estates Department is pleased to offer the following services to our clients who have a need for Special Needs planning:

  • Preparation of appropriate wills, including special needs trusts
  • Preparation of special needs trusts for contributions from third parties
  • Preparation of First Party Special Needs Trusts
  • Guardianship actions
  • Incorporation of tax planning within Wills and Trusts
  • Preparation of powers of attorney and health care proxies
  • Assistance in preparing letters of intent
  • Coordination of retirement plan accounts and life insurance with plan
  • Sophisticated estate, tax and business planning