Special Needs Planning Attorney

If you're looking for a special needs planning attorney in Ohio, consider Joseph Motta. At Joseph L. Motta Co. we have substantial experience providing legal advice and preparation for protecting individuals with disabilities or special needs.

Our local special needs planning attorney, Joseph L. Motta, works with you and your family to develop a special needs trust that is designed to meet the needs of the beneficiary and to enhance financial security through a combination of government benefits and the assets that will be funding the special needs trust.  Read more about special needs planning in our Special Needs Trust Guide and set up a free consultation to get any of your questions about special needs planning answered.

We have prepared a guide to help understand special needs trusts or supplemental needs trusts (“SNT”). An SNT is a trust established for the specific purpose of providing support for an individual with a disability, or special needs. The goal of an SNT is to improve and enhance the disabled person’s quality of life while preserving any government benefits that the individual may be receiving.

Special Needs Planning Attorney in Ohio

Download the free Special Needs Trust Guide for updated details regarding:

  • What is a Special Needs Trust?
  • Two types of SNTs: Self-Settled or First-Party Special Needs Trusts, and Third-Party Trusts
  • Special Needs Trust Disbursements
  • SSI Income Rules for Special Needs Trusts
  • SSI Income v. Taxable Income
  • Special Needs Trust Accounting and Income Tax
  • Living Arrangements
  • STABLE Accounts

Free Initial Consultation for Special Needs Planning

The Best Medicaid Planning Attorney in the Cleveland Area

This guide is intended to provide you with a general introduction to special needs trusts. It's important to understand each situation is unique and there are countless details that cannot be covered in such a brief summary. Our goal is to educate you about the basic considerations when looking into creating a special needs trust and help you appreciate the importance of proper special needs planning. Joseph L. Motta Co., LPA has helped many individuals set up effective special needs trusts (SNT) providing goods and services that a person with disabilities would not otherwise be able to afford. We want to provide you with the knowledge necessary to protect your special needs child, family member or loved one.

Joseph L. Motta Co., LPA is devoted to protecting families from life’s most challenging situations. Our goal is to provide you with the peace of mind that comes from knowing that you have planned your affairs so as to avoid the financial disruptions that often accompany death or incapacity. Each client receives our personal attention because we want you to feel comfortable discussing issues that can be emotionally difficult to address. We strive to use our knowledge and expertise to provide you with the best advice on how to protect the ones you love.

If you would like to learn more about how we may be able to help you, please call us at 440-930-2826.

From Our Blog

My wife and I highly recommend Joe for estate planning services. We have been using Joe’s services for many years, and he has been extremely thorough and thoughtful. He created a comprehensive, efficient estate plan for our family, guiding us through each step in the process. He has also advised us on other legal matters and given referrals when needed.

Anil Jagetia

I met Joseph after a Downsizing presentation in February, 2020. He was an excellent and informative speaker regarding estate planning and elder care. My brother, sister and I needed assistance with filing for Medicaid for my elderly mother who required full-time care at a nursing home since September, 2020. We met with Joseph to discuss how to apply for Medicaid as well as questions about selling our family home. We learned so much from Joseph due to his detailed knowledge of Medicaid issues and he patiently gave us answers to the numerous questions we had, since we never went through this experience before. Whether we met with him at his office, called him or sent him an e-mail, he was always punctual in getting back to us and truly cared about our situation. His vast knowledge was a blessing as we moved through the Medicaid application process and other legal matters. We highly recommend Joseph to those who need elder care assistance or help in applying for Medicaid.

Linda Little

Estate planning is something we have put off for years. Joe had provided seminars that I have attended in years past. When the decision was finally made to proceed the rare benefit of procrastinating paid off as his office is now in our town of residence. Joe proved quite knowledgeable and very easy to work with. He understood quickly what we were trying to accomplish. He produced the documents and arranged for the transfer of our home to a trust. He gave us explicit instructions on what else we had to do to accomplish the goal of setting up a trust for ourselves and children. He also assured us that he would be there for any snags of which there were none. A wholehearted endorsement.

Michael and Victoria Gabriel

We met Joe Motta at our church and interacted with him, through church, for years. We found him to be a man of integrity and honesty. It came time to revise our wills. We did not hesitate to employ the services of Joe. We first provided him the information he requested via a questionnaire. Our first meeting was professional he anticipated our concerns and provided the much needed information. Even to the point the questions we prepared, were answered, because he was through in his presentation. He provided us additional resources or information outside of the services he provides. He understood our needs, is someone we can have faith in as our trusted legal advisor and estate planner.

David & Arlene Glowe

I have referred a number of clients to Joe for estate planning, probate and Medicaid planning needs. They all have enjoyed working with him. He is knowledgeable, has a friendly manner and he is easy to work with.

Chris Corpus

We have just completed the entire estate planning process with Joe. This is something I should have a done years ago but very glad it is done and also very happy we worked with Joe Motta. He is thorough, knowledgeable and really covered all the bases for us. I leaned an awful lot through this and it is so nice to know we control this and not a judge when the time comes. We highly recommend all get this done and also highly recommend Joe. You will not be disappointed.

Joe Gardner

Mr. Motta,
My wife and I are extremely pleased with the service and personalized service you provided. I, personally, was pleased with your patience and the complete explanations we received from you. The product you provided was even more comprehensive than we anticipated and the addition of digital media to the paper media is most appreciated.

Thank you so much.

Richard and Betty

Joe was recommended to me by my financial advisor. This was an excellent recommendation as Joe expertly crafted our family’s Trust and papers to manage our life events. He is professional, friendly, and a pleasure to work with. He continues to be our trusted legal advisor and I would highly recommend him for any estate planning matter.

Marc Rasor

I have known Joe for years and when I needed help with my fathers estate I was so pleased to find out he was in the area by my home. He is truly someone you can trust which made the experience so much better. Joe is very knowledgeable and kind. I would highly recommend him.

Jeane Ruprecht

Joe is so easy to work with. I would highly recommend Mr. Motta for any estate planning. The binder that was provided was so "updated". It includes an entire section for outlining all online usernames/passwords for email, bank accounts, online shopping accounts, video game sites, cloud storage sites, and on and on. His recommendation to include printed beneficiary statements was also a great reminder. The flash drive provided is also great to have. Joe even provided the IRA distribution chart for younger family members to be aware of if/when the time comes. Everything, and I mean everything, is now in one place. Thanks to Joe and his staff.

Anonymous

My wife and I were recommended to Joseph through a family member. We had not been through estate planning before and did not know what to expect. Joseph and his team were incredibly approachable, informative, and professional throughout the process. Joseph's work was timely, thorough, and fairly priced. Estate planning can be an uncomfortable experience, but Joseph and his team made it simple and stress free. I highly recommend Joseph and his team and would certainly work with them again.

 

Tom Gittinger

I highly recommend Joseph L. Motta LPA for anyone who desires estate planning. He is kind, thoughtful, and accomodating. Joe explained each step to me in a very understandable way. Everything was done in a timely fashion. Working with Joe was truly a pleasure.

Jean Lamvermeyer

Joe Motta provided great help in managing financial issues related to my mother's care. He made sure everything was done properly, provided great contacts for other professional services, and was responsive to phone calls and emails. We highly recommend him for Elder Care law.

Joy Anglea

Joe Motta is the "serious" estate planning attorney you've been searching for - he knows his stuff, is always doing research on new laws/better ways to do things, and truly cares about the clients he works with. Everyone we've talked to has always said the same thing we do - If you have a question about a sticky estate situation or need help with planning for the future he is 100% the person to talk to. Thanks again for all your help Joe.

Mario Aldayuz