Loved ones with special needs require special planning. If you have a spouse, child, grandchild, or other intended beneficiary with a physical, mental, or developmental disability, then you need to take steps to ensure they do not lose their benefits after you're done.
It is not uncommon for people to lose their SSI, Medicaid, or other benefits when inheriting life insurance, real estate, or any number of other assets. It doesn’t have to be this way, and you don't have to leave it to change.
When working with clients who have loved ones with special needs, we can help create:
Stand-by special needs trusts in your own estate plan
First-party special needs trusts