Special Needs Planning

Are you planning on potentially leaving assets to a disabled beneficiary?

If so, there are beneficial ways to do so while not jeopardizing the beneficiary’s eligibility for various programs, such as Social Security Income or Social Security Disability Income, and Medicaid, etc.

We are happy to provide you with a consultation to discuss the advantages and disadvantages of using a Supplemental Needs Trust (Special Needs Trust), and how this may be an effective tool if the beneficiary of the Trust is disabled.

Please contact us for a complimentary consultation to determine whether this is right for you.

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