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Special Needs Trusts
Leaving money directly to someone with a disability can affect their access to Medicaid, SSI, and other programs. A Special Needs Trust allows you to provide for them without putting those benefits at risk.
The article explains how a UTMA account can jeopardize a child’s means-tested benefits when the account terminates and discusses alternatives such as supplemental needs trusts.
- Rania Combs
The article lists supplemental expenses that a Special Needs Trust may pay for a beneficiary, including health care, travel, entertainment, education, and companionship.
- Rania Combs
The article explains how a Third Party Supplemental Needs Trust can help families provide for a special needs child without disqualifying the child from SSI and Medicaid.
- Rania Combs
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Topics
- Estate Planning122
- Wills62
- Probate and Estate Administration46
- Powers of Attorney46
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- Trusts28
- Newsworthy25
- Choosing a Guardian25
- Wacky Wills22
- Odds and Ends17
- The Risk of DIY Planning16
- Special Needs Trusts13
- Transfer on Death Deeds13
- Retirement and End of Life Planning13
- Incapacity11
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