5 Tips to Smart Estate Planning When You Have a Special Needs Child


Families who do their best to protect their children with special needs often make several critical mistakes in developing their family plan. The most important is the failure to have a will that incorporates a special needs trust within the will, or failure to leave assets to a special needs child in a stand-alone special needs trust. Even if parents already have these documents in place, the following five mistakes lead to unintended consequences that could jeopardize your child’s ability to receive government benefits when you die.

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Published In: Wills, Trusts, & Estate Planning Updates

DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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