Caribbean Estate Planning

for Special Needs

Meeting in-person, audio & video conference

CALL NOW

+1-754-354-3555

Caribbean Estate Planning

for Special Needs

Meeting in-person, audio & video conference

CALL NOW

+1-754-354-3555

Advising You Step By Step

Advising You Step By Step

What Is A Special Needs Trust?

A special needs trust is a planning technique used when a will alone is not enough. A will is great at distributing property after you pass away. However, if you have a disabled beneficiary, or you are trying to protect assets from long term care expenses, a will is not enough. Instead, you should consider a special needs trust to protect your assets. If you fall into either of these two categories, a special needs trust can benefit you because:

You can keep assets in a special needs trust while still taking advantage of government programs that support the special needs person
You can leave money to a special needs person without cutting off the government support they are receiving
You can preserve assets when needing long term care, so that you can pass that money on to your kids instead of paying everything to the nursing home, or to the government

If you don’t have a special needs trust, you could likely end up paying most, if not all, of your money to the government or to a nursing home.

What Documents Can We Prepare?

Foundational Documents

A Will

Financial Power Of Attorney

Medical Power Of Attorney

A Living Will

Living Trusts

Irrevocable Trusts and Revocable Trusts

Asset Protection Trusts

Real Estate Trusts

Special Needs Trusts

Educational Trusts or Student Fund Trusts

Transfer Real Estate to Beneficiaries Before Death

Also called a “Deed of Gift.” You name the beneficiaries that will receive any real estate property prior to your death. Or you can pair ownership with yourself as “Joint Tenant” allowing the beneficiary to receive any real estate property upon your death, without more. This method can be paired with your will. It is an efficient structure for avoiding probate and transferring real estate without a trust. Always consult your estate planning attorney.

Johana L. Lafeuillee

Estate Planning Attorney

Advising You Step By Step!

I’m Attorney Johanan Lafeuillee. I’m Saint Lucian, Grenadian, & Barbadian, and I’ve lived in the Caribbean for 35+ years and have 12+ years experience as an attorney.

My planning approach is like an architect designing a custom home for my clients. In our meeting, we will create a “blueprint” together for your custom estate plan that has the features and benefits you request and need. Then, once we finish the design of your estate plan, I will create an estate plan like a contractor, building it step by step.

Johana L. Lafeuillee

Estate Planning Attorney

Advising You Step By Step!

I’m Attorney Johanan Lafeuillee. I’m Saint Lucian, Grenadian, & Barbadian, and I’ve lived in the Caribbean for 35+ years and have 12+ years experience as an attorney.

What Clients Are Saying…

⭐️⭐️⭐️⭐️🌟

We searched for a long time trying to find an attorney that could develop an estate plan. Johanan is very professional, an excellent listener, has quick turn around, excellent follow-up, is kind and thoughtful and gives clear explanations.
– Kathleen Y.

Johanan was really, really good. Worked to answer all questions about stressful legal arrangements. I think that Johanan has an excellent balance of a caring attitude and knowledge of the law/regulations. I would strongly recommend Johanan.
– Dan C.

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Would you rather talk with an attorney before scheduling?

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What’s the Government Program You Want To Qualify For?

✅ 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

📍 Le Phare Bleu Villa Resort | Po. Box 3750 | Petit Calivigny Bay | St. George’s | Grenada W.I.