Children with special needs also need special financial considerations. That’s why Heath Burch and Scott Adams founded the Special Needs Planning Center. Their goal is to help parents throughout the different stages of their child’s development, while also helping the parents reach their own financial goals.

Planning Services

When caring for a child with special needs, the options can be overwhelming. The dedicated team at The Special Needs Planning Center can help you create financial plans that will help ensure a level of quality care for your child during and after your lifetime, and will prepare you and your family for the following:

Meeting Social Security Qualification Guidelines
Establishing Special Needs Trusts
Retaining Guardianship
Coordinating Family Assets
Creating Continuity of Care Documents
Planning for Post-Education
Settlement Planning
Learn More


When you have a child with special needs, there is so much you need to know to reach your financial goals for yourself and your family. In addition to meeting with one of our advisors, here are some additional tools to help along the way.

View All
SNPC and ABLE today™ Team Up to Support People with Disabilities, Family Members & Caregivers
CommunityAmerica’s Special Needs Planning Center and the National Association of State Treasurers’ (NAST) ABLE today™ initiative are excited to announce a new partnership to expand national outreach and engagement platform for increasing awareness and promoting the positive impacts and opportunities around ABLE accounts and Special Needs […]
Credentialed Work Incentives Support
There is a huge myth flying around the I/DD field that can potentially sabotage an individual’s path to independence. How many of you have heard this statement when the discussion of employment comes up… “Oh be careful, if I were you I would not explore employment […]
Effective Estate Planning Beyond Tax
Let’s face it, most people will not owe estate tax in the current estate tax environment. With an estate tax free amount of $12 million for individuals, less than two-tenths of one percent of Americans will owe estate tax. This brings estate planning for most people […]
Portability: Weird and Wonderful
The simplicity and complexity of Portability often creates unintended consequences. Let’s discuss how to steer clear of traps for the unwary and anticipate the credit to come as we seek to understand the nuances of one of the newest features of the estate tax law. Optimizing […]
May 2022 Economic Update
U.S. Markets Stocks were mixed in May as a powerful rally in the final week of trading helped recoup losses from earlier in the month. The Dow Jones Industrial Average picked up 0.04 percent, while the Standard & Poor’s 500 Index added 0.01 percent. The Nasdaq […]
South Dakota vs. Delaware Situs – Which is Best?
The topic of South Dakota as a favorable trust situs often leads to a discussion comparing the virtues of South Dakota versus Delaware. Which jurisdiction is best? Why South Dakota? Since abolishing the rule against perpetuities in 1983, South Dakota has worked diligently to become the […]


Interested in learning more about how you can plan for your family’s future? Come to our workshops.