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.

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Special Needs Trusts and Trust Protectors
This issue of The Voice® was written by SNA member Johanna Pickel, of Johanna A. Pickel LLC located in Albuquerque, New Mexico. Her firm focuses on compassionate and thoughtful planning for every stage of life – wills, trusts, special needs trusts, Medicaid and VA compliant trusts, […]
Estate Planning and Individual Retirement Accounts
While the concept of an individual retirement account (IRA) seems fairly straightforward, the rules that apply to distributions can be quite complicated. They are even more complex following your death. The Internal Revenue Service has devoted some of the most complicated rules in the book for […]
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 […]


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