Estate Planning for a Family Member with Special Needs

Preparing an estate plan to integrate important planning considerations for a family member with special needs requires careful preparation. Thought should be given to creating a special needs trust in order to allow a special needs beneficiary to inherit assets without possibly risking their eligibility for governmental benefits and programs. For more information, see Lauren I. Mechaly, Robert M. Freedman, and Barry I. Lutzky, How to Plan for a Loved One with Special Needs, The National Law Review, December 29, 2015. 

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