Special Needs Planning

Protecting the benefits your loved one relies on.

Many of us have disabled loved ones with special needs who rely on benefits such as Medicaid and Supplemental Security Income (or SSI).  We don’t want to leave them assets that might stop them from receiving those benefits, but we don’t want to cut them out, either; instead, we want to provide for them after we’re gone while making sure they still receive the help they need. A Special Needs Trust can allow you to do this.

A Special Needs Trust can be incorporated into your estate plan.  This type of trust lets you leave assets to disabled individuals without jeopardizing their benefits.  Without this trust, a well-meaning person might leave money to a disabled person and end up causing them to lose their benefits.

If you have a loved one with brain injuries, Down syndrome, cerebral palsy, autism, or any other developmental issue, it’s incredibly important that you make a Special Needs Trust part of your estate plan.  Click here to get started, and we can make sure that you can provide for them while still protecting the benefits they often rely on.