Directly gifting money or other assets to support an adult with special needs may render the individual ineligible for mean-tested benefits, such as SSI or Medicaid. To financially provide for an individual with special needs, either during lifetime or by will, a plan must be developed to prevent a loss of benefits or eligibility for future benefits. We can assist clients in identifying the best strategy, developing a plan, including special needs trusts and associated documents, to provide for a loved one with special needs.
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