To account for this dynamic, you could make a loved one with a disability the beneficiary of a special needs trust. Under program rules, the trustee could use the assets in the trust to improve the beneficiary’s quality of life.
Topics covered in this whitepaper include:
- Medicaid and Supplemental Security Income
- Special Needs Trusts
Click here to read the whole article or download the PDF.
Latest posts by Raymond German, Estate Planning Attorney (see all)
- How to Leave Gifts to Charities in Your Estate Plan - July 22, 2021
- Should I Retire Early? - July 20, 2021
- Top 3 Reasons to Have an Estate Plan - July 15, 2021
