April 26, 202614 min read

Special Needs Trusts: How to Leave Money to a Disabled Loved One Without Losing Their Benefits

Leaving money directly to a loved one with a disability can accidentally disqualify them from Medicaid and SSI. A Special Needs Trust is the legal tool that lets you provide for them without costing them their benefits — but getting it right requires careful planning.

Elder and Estate Admin
Elder and Estate Admin
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Special Needs Trusts: How to Leave Money to a Disabled Loved One Without Losing Their Benefits