Planning for Your Loved One with Special Needs by Sipi Gupta, Esq.

Planning for Your Loved One with Special Needs: Five Things You Need To Do Right Now

by Sipi S. Gupta, Esq., Trusts & Estates Counsel, Batchis Nestle & Reimann LLC

  • Make a Plan and Keep It Updated. Planning for your dependent’s future needs goes beyond weekly/daily medical treatments. Caregivers need to review beneficiary designations, apply for government benefits, prepare a Last Will and Testament, and carefully consider other planning techniques unique to each individual situation. Update your plan every 3-7 years to stay on top of changing laws and regulations.
  • Work With an Expert. Effective special needs planning requires a high degree of specialized knowledge and expertise. The same holds true for dealing with issues of medical insurance authorizations for specialized services and products such as physical therapy and medical equipment. Make sure your support team includes an experienced attorney to assist you in planning.
  • Stay Motivated. Disabilities force families to face extraordinary challenges and have extraordinary needs. Staying motivated lets you plan properly, provide control, and give authority to define the quality of life for your son or daughter or their siblings as they grow into adulthood and beyond.
  • Educate Yourself. The evolution of disability rights is a complex story of shifts in consciousness, shifts in political policy, and changing views on disabilities. Understand the current landscape, what you need, what it costs, and how to do it.
  • Join a Support Community. Support groups are made up of people with common interests and experiences. A good starting place is to first contact a nonprofit dedicated to your dependent’s special need.

Contact Sipi Gupta at 215-776-4674 or

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