Special Needs Planning
Many families have disabled children or other beneficiaries who are or will require governmental assistance to meet their medical and basic living needs. Our attorneys are well-versed in the complex laws and regulations that govern an individual’s right to receive Medicaid and/or Supplemental Security Income (“SSI”) benefits.
These laws and regulations must be considered when preparing an estate plan that will benefit disabled beneficiaries who receive these types of benefits.
We can assist individuals and families with the drafting of an estate plan that will allow an individual who receives public benefits to continue to receive those benefits upon the receipt of an inheritance. We also advise individual and corporate fiduciaries on administration issues relating to special needs trusts, to ensure that an individual’s benefits are not jeopardized.