Chimes Foundation

Estate Planning

Planning for the future of an individual with special needs requires preparation, careful research and experienced professional guidance. While each family’s situation is different, most financial and estate plans center around these primary objectives:

  • Protecting the assets of the individual with
    special needs
  • Providing additional income to facilitate a better
    quality of life
  • Preventing the loss of government benefits,
    including Supplemental Security Income
  • Balancing the needs of other family members and

Please check back for future estate planning events.

For more information please contact:

Jeffrey Dubnow
Vice President for Development and Communications