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Ensure your beneficiaries keep their public benefits

Published January 22, 2009

If you are the caregiver for an individual with special needs, there is a good chance he or she is receiving public benefits such as Social Security disability. Public benefits are subject to strict income restrictions, which, if exceeded can result in the loss of funds that your loved one has come to depend on.

Because of these restrictions, leaving assets directly to a beneficiary who is receiving public benefits can have the unexpected consequence of causing them to lose those benefits. You can avoid this unfortunate situation thought special needs planning and the establishment of  special needs trusts that control how your assets are distributed. Careful planning through a special needs trust will ensure that your loved one will receive their inheritance without losing other important means of support.

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