Frequently Asked Questions





 


Q: Can you leave assets for the benefit of a beneficiary who has special needs or receives governmental benefits?

A: Many families are afraid to leave assets for the benefit of a special needs child or grandchild because it will cause disqualification for governmental benefits. The truth is that you can use a “special needs trust” to allow the “special needs” or disabled person to be supplemented by assets that you leave them without causing interference with governmental benefits.


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