• Securing the Financial Future of Special Needs Heirs: Inheritance Planning Strategies

  • Jul 31 2024
  • Length: 9 mins
  • Podcast

Securing the Financial Future of Special Needs Heirs: Inheritance Planning Strategies

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  • Summary

  • How can you ensure that your child or grandchild with special needs remains financially secure without disrupting their SSI and Medicaid benefits? Discover the intricacies of inheritance planning for heirs with disabilities in our latest Elder Law Report. We promise you'll walk away with actionable strategies, including the creation of special needs trusts during your lifetime, the setup of supplemental needs trusts within wills, and the incorporation of sub-trusts in existing trusts. These tools are crucial for maintaining the financial stability and care of your loved ones with special needs.

    This episode offers a comprehensive guide to protect your special needs family members’ future, highlighted by real-life examples from families we work with. Understand why a special needs trust is a game-changer, how a testamentary trust can effectively manage inheritance, and the practicality of sub-trusts. Our detailed breakdown of each strategy will arm you with the knowledge to make confident, informed decisions about your estate planning. Tune in and gain peace of mind knowing your loved ones will be well cared for, without compromising essential benefits.
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