(Margaret and her husband are the proud parents of two sons – Jack, who is a young adult with Autism, and Matt, who Margaret is proud to call her law partner.)
Some benefits programs for individuals with disabilities also look at the individual’s assets and income to determine eligibility. SSI and Medicaid are two of the most common programs that people like Jack rely on.
Those programs are what allow him to live in his own place with the support he needs. If we don’t plan properly, Jack could lose those benefits by inheriting directly from us.
The most common plan for families like mine includes a Special Needs Trust. This type of trust allows us to leave money to enhance Jack’s life without jeopardizing those benefits programs. The best plan for your family will depend on a lot of factors. It is our job to identify your options and the pluses and minuses of each, and help you choose the best one for you.
The first step is to call or email us to schedule a consultation by phone or videoconference. There is no charge at all for the consultation. From there, you decide what’s best for your family. Call Matt at (479) 379-0646 (NWA office) or Margaret at 501-295-5248 (Central AR), or [email protected] or [email protected].
Image by Arek Socha from Pixabay
