Special Trust Legal LLC

Estate and Special Needs Planning

Serving Clients Throughout Washington, MO & surrounding areas

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How we can help you today

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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

If you love someone who depends on you – and you’re determined to secure their future, no matter what life brings- you’re in the right place.

Maybe you’re worried about what would happen if you passed away. You might feel overwhelmed trying to figure out complex benefit rules, care succession, and finances. Family members may be willing to step up – or not. It’s enough to make even the most resilient lose sleep.

You’re not alone.

I’m Jennifer DiCarlo, founder of Special Trust Legal.  I’ve helped families like yours navigate these concerns for years – and I know how overwhelming they can feel.

Yet many clients find they actually enjoy working together to build thoughtful plans that protect both minor children and loved ones with special needs. Some have even called it ‘prayers answered.’

I’d love for you to feel that same reassurance. From creating descendant and special needs trusts to navigating benefits and planning for future care, I’m here with legal expertise and personal compassion to guide you every step of the way.

Together, we’ll design a plan that:

  • Protects your loved one’s benefits and future
  • Appoints someone trustworthy to manage your money wisely and follow your wishes
  • Gives you confidence that your family will be cared for, even if the unthinkable happens

Let’s talk about your goals and how I can help you find peace of mind. Click the “TAKE THE FIRST STEP” button to schedule your consultation today.

“Jennifer DiCarlo answered all of our special needs trust questions. She took time listening to us, then researched answers and came back to us with a comprehensive discussion that allowed us to make an informed decision. We appreciate her expertise and personal attention to detail in our needs.” – David L.

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 later practiced as an associate at an employment discrimination defense firm. She went on to serve twelve years as professional liablity claims counsel for a nationwide risk management company.

A turning point came when Jennifer became a parent  advocate for her own son and, drawing upon her background in special education, decided to focus her career on special needs consulting. Before founding her own firm, she worked as a parent advocate and as a trust and estate planning attorney at a boutique firm in St. Louis, MIssouri. She also served as Executive Director and Special Needs Trust  Advisory Specialist for a global bank, where she advised financial advisors, bank partners, and families on government benefits, special needs trust planning, and administration.

Today, Jennifer partners with professionals and families to develop thoughtful plans that protect loved ones, preserve government benefits, and achieve peace of mind for the future. She serves clients in Washington, Missouri, and surrounding communities.

Jennifer lives in Washington, Missouri, with her husband and son on a peaceful 10-acre property, enjoying the best of country living while staying connected to local amenities. Outside of work, they’re avid City soccer fans, inspired by their son’s love for 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.

Read What Our Clients & Partners Have To Say

Special Needs Trusts Simplified

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