March 31, 202612 min read

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

Leaving money directly to someone on Medicaid or SSI can disqualify them from the benefits they depend on. A special needs trust protects the inheritance and the person.

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