Attorney Eric S. Johnson prepared an estate plan for his clients that allowed their adult child to receive an inheritance, without disqualifying the child from receiving SSI benefits. If your family has a member that is receiving SSI or Medicaid benefits, careful thought must be given to your estate plan. Outrights gifts to the disabled family member could cause disqualification from the programs that provide critical services and support. A special needs trust can allow the family member to receive some benefit from an inheritance, without being cut off from benefits.

01.05.2017

Attorney Eric S. Johnson prepared an estate plan for his clients that allowed their adult child to receive an inheritance, without disqualifying the child from receiving SSI benefits. If your family has a member that is receiving SSI or Medicaid benefits, careful thought must be given to your estate plan. Outrights gifts to the disabled family member could cause disqualification from the programs that provide critical services and support. A special needs trust can allow the family member to receive some benefit from an inheritance, without being cut off from benefits.