Planning for special needs is a tricky topic. Sometimes you need to just make sure that a family member who faces special challenges is cared for. Other times, we have to take care of them, but not eliminate their eligibility for public assistance. You should always also keep in mind their ability to use the money. Some gifts end up going to the government if they aren’t used. It is important to have a skilled attorney when adding this to your estate plan.

This video introduces this topic. The laws around this topic are very nuanced. If you have questions or want to schedule a planning session, click here.

 

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