What is special needs planning?
In the field of estate p
lanning, steps can be taken to provide for people that are in unique situations. This applies to the facilitation of inheritances to people with disabilities.
Why can’t you just name someone with a disability in a simple will?
You can certainly do this, but there is a potential downside. Many people with disabilities rely on Medicaid as a source of health insurance, and they receive income through the Supplemental Security Income program.
These are need-based benefits, so you cannot qualify if you have significant assets in your own name. A direct inheritance that is received through the terms of a will would change the recipient’s financial profile, and they could lose their benefit eligibility.
What can you do to preserve the benefits?
The widely embraced solution is a legal device called a send us a message, and if you reach out electronically, you will receive a swift response.
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