Medlin & Medlin, PA
Attorney at Law
(704) 786-8173
Concord, NC 

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ESTATE PLANNING SPECIAL NEEDS TRUST

FOR DISABILITY BENEFITS PRESERVATION

Let me caution you about leaving part of your estate to a  family member with physical or mental handicaps, in other words, a disabled family member.

An example would be a disabled adult child receiving supplemental security income (SSI) or Medicaid.

If a parent or anyone else dies and leaves property to the adult child, the adult child will become ineligible for those government benefits.

Worse, you will be forced to spend virtually all his inheritance on his care in order for him to become eligible for government benefits again..

Prevent this needless calamity by having the disabled child’s share of the inheritance paid into a special needs trust for the child’s benefit.

The special needs trust allows the adult beneficiary to continue receiving his government benefits AND  enjoy the benefits of the inheritance also.

How hard is this special needs trust to set up?

Well, estate planning law is complex and broad.

But for the savvy/experienced attorney, it’s not hard at all.

That is why I caution against use of a form book or internet will that WON’T ask correct questions to uncover this looming calamity.

In nearly 40 years of law practice, I have handled thousands of effective estate plans.

My job is to take care of my clients.

Call me.