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Home / Special needs / Special Needs Planning: Questions to Answer

Special Needs Planning: Questions to Answer

June 9, 2021 by Brandon McGee

Do you have a child or another loved one with special needs? Do you have concerns about what will happen to this person upon your death? Are you interested in taking steps today to ensure a better future for this person?

If you answered yes to these questions, now’s the time to learn more about special needs planning.

Your goal is to create a plan that allows you to support your child, both emotionally and financially, after you are gone. While you can only do so much planning, the right decisions today will put your loved one in a better position tomorrow.

On the surface, special needs planning sounds simple enough. However, as you learn more about your options and the process of setting everything up, you’ll come to find that there are many questions to answer.

  • Is there a right and wrong way to approach special needs planning?
  • Are you familiar with the process of creating a special needs trust?
  • What steps can you take to pass down assets to your loved one without them losing eligibility for government benefits?
  • Is direct gifting a problem?
  • Who will you name as the trustee of your special needs trust?
  • What type of care does your loved one require? Will this continue to be the case in the future?

As you answer these questions, expect others to come to light. For example, you’ll soon find that direct giving is a big no-no, as it could lead to your loved one losing important government benefits.

There’s no better time than now to tackle special needs planning. If you continue to put this off, you’re taking a big risk with the future well-being of your loved one.

Should you be ready to take action, contact our law firm to set up a consultation. We’re here to walk you through the special needs planning process.

 

 

 

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Brandon McGee
Brandon McGee
Brandon McGee enjoys a successful law practice focusing on estate planning, elder law, Medicaid preplanning and crisis planning, and probate. Brandon and his team combine legal skills with compassion and understanding to develop estate plans that are personalized to the needs of each of their clients.
Brandon McGee
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Filed Under: Special needs

About Brandon McGee

Brandon McGee enjoys a successful law practice focusing on estate planning, elder law, Medicaid preplanning and crisis planning, and probate. Brandon and his team combine legal skills with compassion and understanding to develop estate plans that are personalized to the needs of each of their clients.

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Client Review
May 25, 2021
    

Brandon McGee is knowledgeable, experienced and professional regarding Estate Planning. The entire process of multiple meetings to establish our input, draft and sign documents and fund the Trust were well organized and clearly explained. At completion, we were presented with a very well organized binder with the documents (both paper and electronic) and lists for future action.  In short, we find Brandon McGee and his staff to be competent, professional and friendly. ~ Brian C.

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