Special Trust Legal LLC

Estate and Special Needs Planning

Serving Clients Throughout Washington, MO & surrounding areas

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Are you worried about what will happen to your family if you don’t have a plan? We’re here to help guide you step by step. Book your FREE call today.

Welcome to Special Trust Legal

You’re here because…

You don’t know how your loved one will get on in the world without you- physically, financially, emotionally- you fear dying or getting sick because your loved one needs you.

Family members either cannot or do not want to assume your role.

You’re not sure where to turn or who to trust.

You feel alone in deciphering all the issues involved in your loved one’s care, benefits, needs, finances. There is little free time in the present for planning the future. Yet no plan makes you feel very uneasy.

You sense your paying out of pocket for more items than you should (not maximizing benefits) or feel like one wrong step could jeopardize your child’s benefits (fear of losing valuable benefits).

You’re spread thin and need knowledgeable guidance.

I know these struggles intimately because I spent years both establishing and administering special needs trusts and these issues presented again and again.

I encourage you to book a call and  talk it out with me. Gradually together, we will begin making a proactive estate plan for your child’s future that includes a support team you can rely on. You can then rest easy knowing a plan is in place should the unthinkable happen.

Missouri Estate Planning, Special Needs and Guardianship Planning Law Firm

Helping Clients With Estate Planning Needs in Washington, MO & Surrounding Areas

Fundamental Estate Planning

Protecting Your Family Legacy

Estate Planning

There are many legal strategies involved in estate planning, including wills, trusts, durable powers of attorney, and health care documents.
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Special Needs Planning

Plan For A Loved One With Special Needs

Special Needs Trusts

Special Needs Estate Planning focuses on providing for the special needs of our loved ones with disabilities when we are no longer there to organize and advocate on their behalf.
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Guardianship and Conservatorship

Care For An Incapacitated Loved-One

Guardianship & Conservatorship

Does your loved one need a Guardianship or Conservatorship to protect them?
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Washington Missouri Estate Planning Law

Safeguard Your Loved Ones' Future

4 Step Process

Attorney Jennifer DiCarlo has a streamlined and simplified estate planning process to make it easy for busy families to take care of this important work.

  • Step 1: Book a Peace of Mind Planning Session
  • Step 2: Attend your design meeting with attorney Jennifer DiCarlo to work out the details of your plan
  • Step 3: With assistance from Jennifer, review your documents
  • Step 4: Attend your attorney supervised signing ceremony

Accreditations and Memberships

Meet Attorney Jennifer DiCarlo

Jennifer began her legal career as a judicial law clerk and thereafter as an associate for an employment discrimination defense firm. She soon settled into an in-house role as professional liability claims counsel for a nationwide risk management company, a position she held for twelve years.  

It was her experience as a parent advocate for her own son together with a prior background in special education which led Jennifer to shift gears professionally and begin focusing on special needs consulting. Prior to launching her firm, Jennifer was self employed as a parent advocate and thereafter a practicing attorney for a trust and estate planning boutique firm in St. Louis, MO. More recently, Jennifer worked as Executive Director and Special Needs Trust Advisory Specialist for a global bank. As a regional fiduciary specialist, Jennifer led discussions with numerous financial advisors, bank partners and clients concerning governmental benefits for disabled individuals as well as special needs trust planning and administration.

In her practice today, Jennifer works with professionals and families who are committed to making thoughtful plans for the next generation that consider both their present and future diverse needs. She practices in Washington, MO and surrounding areas.

Jennifer resides in Washington, Missouri, with her husband and son. They enjoy living on a remote 10 acres while still being near all the wonderful amenities specific to Washington, MO and surrounding counties. They are avid City soccer fans in large part due to their son’s enthusiasm for all things club soccer.

Attorney Jennifer DiCarlo

Jennifer A. DiCarlo

Attorney at Law

Benefits Clients Receive from Working with Special Trust Legal LLC

  • Peace of Mind and Security:
    Clients gain confidence that their estate and special needs planning are handled by a professional, ensuring their assets are managed and distributed according to their wishes.
    Proper planning provides clients with the assurance that their loved ones, especially those with special needs, will be cared for and financially supported.
  • Comprehensive and Customized Planning:
    Clients receive a robust estate planning portfolio that includes a Last Will and Testament, various types of trusts, a Durable Power of Attorney, healthcare documents, and detailed estate plan funding instructions.
    Each estate plan is tailored to the specific needs and objectives of the client, considering factors such as tax reduction, asset protection, and public benefits eligibility.
  • Protection of Assets and Loved Ones:
    The firm’s expertise ensures that clients’ assets are protected from creditors, divorces, and other financial risks.
    Special needs trusts are designed to safeguard the financial future of clients’ special needs children without jeopardizing their eligibility for public benefits.
  • Legal Authority and Control:
    Clients establish clear legal authority for trusted individuals to manage their affairs if they become incapacitated.
    The firm helps set up guardianships or powers of attorney to ensure that clients’ special needs children have the necessary support and advocacy.
  • Avoidance of Legal Complications:
    Proper estate planning helps clients avoid the complexities and expenses of probate.

The firm’s thorough approach prevents potential legal challenges and ensures smooth transitions during difficult times.

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Special Needs Trusts Simplified

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