Special Needs Planning

Counsel For Families

"What services and programs are available to support individuals with disabilities in the community?"

 "How will I pay for services like physical therapy, medications, medical treatment, and transportation?"

 "Who manages the money my family member received as part of a litigation recovery or direct inheritance?"

Counsel For Professionals

 "Is a Special Needs Trust needed for my client, who has a disability and has received a personal injury settlement, to preserve the client's public benefit?"

"How can a personal injury settlement be structured to protect the public benefits of my client?"

"Should a family member or financial institution be a Trustee of the Special Needs Trust?"




Our firm provides special needs clients with compassionate care.  With reliable information and proven experience to support legal and financial decisions, we help clients maintain a comfortable life.



As an attorney in the field of Disability and Public Benefits Law, Nicole V. Bryan helps enhance our clients’ quality of life.  Nicole V. Bryan is one of only four attorneys in North Carolina peer selected as a member of the Special Needs Alliance.  Every member of the Alliance has been selected because they have been deemed to have the resources and legal expertise to help clients maintain public benefits and develop effective estate plans that protect assets.


  Practice Areas and Services

1.      Special Needs Trusts and Wills

Our firm's SNA member attorney is an experienced author of Special Needs Trusts (SNT) and Wills for individuals with special needs. Our understanding of this discipline will help to provide long-term financial security, and a responsible disbursement of assets through the drafting of Wills.

2.     Medicaid, SSI and Entitlement Program Eligibility

Personal injury awards and structured settlements may compromise an individual’s ability to access public benefits like Medicaid and Supplemental Security Income (SSI). Plaintiff attorneys can partner with our firm to discuss ways in which to protect those benefits for their clients.

3.     Estate, Trust and Tax Planning for Individuals with Disabilities and their Families

Our attorneys are also tax professionals who can bring their unique understanding of law and accounting to clients in need. We can work with you to best determine how to maximize deductions without compromising estates and trusts.

4.     Financial Planning and Legal Assistance for Individuals with Disabilities

Our firm offers a full suite of financial and legal assistance for individuals with special needs, including: drafting demand packages, settlement negotiations, Probate Court appearances and motion filings.

5.      Guardianships

Guardianships and the many available alternatives are a significant part of our practice.  Our attorneys have substantial experience in establishing, defending, and administering a guardianship whenever necessary or required to meet the needs of an elderly or disabled family member.

6.      Assistance with Personal Injury/Medical Malpractice Settlements

With a dedication to disability and public benefits law, as well as strong relationships with financial institutions, we are well-equipped to assist personal injury attorneys in matters involving individuals with special needs.

7.      Trust and Estate Distributions and Fiduciary Accountings

Our attorneys have  experience in the distribution of trust and estate monies, as well as the tax experience necessary to ensure that funds and fund transfers are handled properly.

8.      Estate and Trust Administration

In cases that require a third-party administrator to oversee an Estate or Trust, our attorneys are skilled in assuming those responsibilities. They bring to bear all the requisite knowledge and experience that provides families and caregivers peace of mind.

9.      Health Care Decisions and Advance Directives

Our attorneys frequently confront the issue of personal control of health care decision making as it pertains to disabled and elderly clients. We are familiar with the issues and problems facing these clients as they plan for their long-term health care.




The Business Center at South Main Square
442 South Main Street, Suite 19, Davidson, NC 28036
Telephone:  (704) 892-9355 | Fax: (704) 892-9309