• I have had the pleasure of working with Bart Stevens for nearly fifteen years. I never dreamed when I began working for Bart back in 2004, that one day I would welcome my own child with special needs into the world, and gain an even greater appreciation for the important and valuable work Bart does. My son, Drew, was born in 2008, and a few years later we learned of his significant health issues. It was such a relief for my husband and I to know Bart could handle the critical future planning our son would need. Drew is now nine years old and doing remarkably well, but his unique health issues require specialized medical care and multiple therapies. There is a great sense of comfort that comes in knowing a plan is in place to care for him, should the need arise.

    Tara Boedigheimer Scottsdale, AZ
  • Working with Bart Stevens has been a delight. We’ve found him to be knowledgeable, patient and always willing to help us with any questions we might have. He really has a passion for his work, which is evident in his demeanor. BSSNP has offered us an affordable way to care for the needs of our daughter, in securing her future when we are gone. If you are in search of someone to help you with a Special Needs Trust, look no further.

    Lisa and Nilesh Patel Cave Creek, AZ
  • I am so thankful to have found Bart Stevens Special Needs Planning. My mom had made a provision in her family trust to have special needs trusts set up for my siblings. A year and a half after my mother’s passing; the appointed trustee and his attorney had not set up these special needs trusts. I had come across Bart Stevens’ website. I gave him a call and explained the situation. He was very kind and patient. He also made it clear that while he is not an attorney, he is certified to prepare legal documents. Bart prepared all of the necessary documentation to accomplish my objectives Bart was exceptional to work with; he was detailed in his work, answered all of my questions and provided me with the right tools to manage these trusts. Thank you Bart for your professionalism in dealing with all parties involved, your expertise made everyone feel comfortable in getting this completed.

    Carol Castillo Chino Valley, AZ
  • I owe such a debt of gratitude to Bart Stevens. I cannot begin to tell you how much he helped me and my son, Adam, navigate through this most complex process of estate planning, special needs trusts, and the law. When I first arrived at his office for our initial meeting, I felt for the first time in a very long time that my son was going to be ok after my passing. I believe most parents of special needs children worry about what will happen to their daughter or son after they are gone. Because of Bart and his expertise in special needs planning, I no longer worry about Adam. He was knowledgeable, prepared, and answered all of our questions with patience and understanding. I would recommend anyone who has a special needs child to make an appointment with Bart Stevens a priority. I am so thankful that we found him and that he was there to navigate us through the process. Due to his specialization in this field, it was a seamless process. Thank you Bart!

    Susan Vance Scottsdale, AZ
  • We were advised to seek the services of a Special Needs Planner for our disabled son, Jeremy. After hearing about Bart Stevens, my wife and I set-up an appointment with Bart to find out what was required to create a Special Needs Trust to ensure the future quality of life for our son. Our first impression of Bart was that he was very knowledgeable and experienced in this special Field. He explained in great detail the process of Special Needs Planning. After spending a considerable amount of time with Bart, we decided to proceed with his private planning services. Bart drafted all the paperwork for us and kept us informed by explaining every step of the process. The most comforting aspect of planning with Bart, is that we knew that when we completed our son's Trust, that we could rest easy knowing that it was drafted correctly and we were on the right track. It has been several years since the Special Needs Trust was established, and we continue to refer to Bart for updated information and guidance. He has been a blessing to our family, and thank him for his expertise and kind demeanor through this delicate planning process.

    Judy & Jerry Powell Mesa, AZ
  • A few years ago, our son Brian, who has special needs, received a cash gift. Because of his special need, we had been warned that his money might be in jeopardy, depending on future life events. We decided that due to his circumstances, we would draft a Trust on his behalf. We assumed it was done correctly and went about our business. We later heard about Bart Stevens and went to talk to him for further advice. In our discussion with Bart, we discovered that the Special Needs Trust we had an attorney prepare was drafted incorrectly, and in fact it was missing many of the important information such as guardianship in the event of our death. Our advice to anyone who has a loved one with special needs is to contact Bart Stevens immediately so he can educate you on how money, care, and guardianship affects the entire family, not just the person with special needs. It is imperative that you have someone with the knowledge and expertise to outline the possibilities of things that can go wrong if certain issues are not addressed properly. With the correct planning, you too can have "peace of mind" knowing that your loved one's future is secure.

    Ken & Jenny Hicks Gilbert, AZ
  • We met Bart Stevens five years after we relocated from New York City. Millicent, who is our Princess with Down syndrome, was getting all the services she needed and was in a good school. We even had a Family Trust in place. We felt very comfortable with the direction our lives were heading. We heard Bart speak at a F.A.C.T (Families Actively Communicating Together) support group meeting. The topic was "The care of your child when you are no longer there for them." The more Bart spoke, the more my wife and I were thinking that we have to do something about our daughter's future. We had waited long enough, and decided to get started immediately. We made an appointment with Bart, and were very relaxed in his presence. He was very honest with us, and took the time to answer all of our questions. If he didn't have the answer, he quickly found the answer for us. There just was no pressure on his part. We learned at his presentation that Millicent's welfare was threatened by us having her directly named in our Family Trust. With Bart's careful guidance we were able to effectively get Millicent's Special Needs Plan in place. We are grateful to our F.A.C.T. group and the appearance of Bart Stevens at our meeting. Thanks to Bart and the Special Needs Plan and Trust we have for Millicent, we can truly say that we can rest easy at night, knowing that the future of our princess Millicent is protected.

    The Jack Gomez, Jr. Family (Jack, Vinnie & Millicent) Glendale, AZ