636-698-1331Missouri Estate Planning
for Special Needs
Meeting in-person, audio & video conference
Missouri Estate Planning
for Special Needs
Meeting in-person, audio & video conference
CALL NOW
636-698-1331
Advising You Step By Step
Advising You Step By Step
What Is A Special Needs Trust?
A special needs trust protects loved ones with disabilities by providing financial support without jeopardizing eligibility for government benefits. It is a practical way to plan ahead, ensuring your loved one’s care, independence, and quality of life are protected both now and in the future.
A properly structured trust preserves eligibility for public benefits, provides funding for personal and quality-of-life needs, and ensures assets are managed responsibly over time. It also brings lasting peace of mind to parents and caregivers who want to know their plan will continue working long after they are gone.
At Williams Legal Services, I help families structure and fund special needs trusts that meet real-world needs. Each plan is designed for long-term clarity, built around your family’s circumstances, and aligned with Missouri and federal law.
What Your Plan Can Include
What Documents Can We Prepare?
Foundational Documents
Last Will and Testament
Financial Power Of Attorney
Medical Power Of Attorney
Living Will (also called an Advanced Directive)
Trust Planning
Revocable and Irrevocable Trusts
Asset Protection Trusts
Special Needs Trusts
Pet Trusts
Funding
Funding means aligning ownership and beneficiary designations with your estate plan so it actually works as intended. This step includes retitling accounts, updating deeds, and confirming beneficiaries. A well-drafted plan only functions properly when every asset is funded correctly. Always review funding details with your attorney.
Hello! I’m Drew Williams, an estate planning attorney serving families throughout the St. Louis area. I have practiced law in Missouri since 2015 and built my practice on preparation, communication, and follow-through.
Estate planning can seem complicated, but it doesn’t have to be. My role is to make the process clear and manageable. We meet, discuss your goals, and build a plan that fits your real situation. Once the design is complete, I handle the details carefully and ensure your plan is properly executed.
Each plan is developed step by step, with the same steady approach I bring to all my work – listening carefully, preparing thoroughly, and doing the work the right way.
Estate planning can seem complicated, but it doesn’t have to be. My role is to make the process clear and manageable. We meet, discuss your goals, and build a plan that fits your real situation. Once the design is complete, I handle the details carefully and ensure your plan is properly executed.
Each plan is developed step by step, with the same steady approach I bring to all my work – listening carefully, preparing thoroughly, and doing the work the right way.
Would you rather talk with an attorney before scheduling?
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Would you rather talk with an attorney before scheduling?
Request A Callback
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Questions Your Attorney Will Ask You…
Questions Your Attorney Will Ask You…
✅ What’s the government program you want to qualify for? ⏹ SSDI; ⏹ Medicaid; ⏹ Other State/Community-based programs that help pay for people’s needs.
✅ List of Assets, including approximate value – if you have investment assets, please bring a recent statement from the brokerage house that holds the assets
A recent bank statement
✅ List of names, addresses, and phone numbers for those to whom you plan on leaving assets in a will – usually this is children, relatives, or even charities
✅ A copy of the deed to any real estate you own – if you can find it
✅ Decide who you want to use as your agent under a power of attorney, and that person’s name, address, and phone number, if not included above
✅ Decide who you want to be in charge of distributing your assets upon your death, including that person’s name, address, and phone number, if not included above
✅ What’s the government program you want to qualify for? ⏹ SSDI; ⏹ Medicaid; ⏹ Other State/Community-based programs that help pay for people’s needs.
✅ List of Assets, including approximate value – if you have investment assets, please bring a recent statement from the brokerage house that holds the assets
✅ A recent bank statement
✅ List of names, addresses, and phone numbers for those to whom you plan on leaving assets in a will – usually this is children, relatives, or even charities
✅ A copy of the deed to any real estate you own – if you can find it
✅ Decide who you want to use as your agent under a power of attorney, and that person’s name, address, and phone number, if not included above
✅ Decide who you want to be in charge of distributing your assets upon your death, including that person’s name, address, and phone number, if not included above
Book Now
In-Person, Audio or Video Conference
Would you rather talk with an attorney before scheduling?
Meet in-person at our headquarter offices
📍 100 Chesterfield Business Parkway, Suite 200, Chesterfield, Missouri 63005