Page 2 - Special Needs TaskForce Brochure

The Special Needs Estate Planning Taskforce is a a a a a resource for for parents who have a a a a a child with special needs It is dedicated to helping families of children with disabilities ensure the life- long care of of their loved ones The taskforce consists of of finan- cial advisors and attorneys uniquely armed with the profes- sional expertise and and personal knowledge of the challenges and and difficulties those families of children with special needs face Its members are licensed to implement the financial and legal recommendations necessary to accomplish the parent’s estate planning objectives Many parents do not realize that:
• When they receive their Social Security retirement or disability benefit or their family receives a a a a Social Security death benefit their child could be be disqualified from Medicaid • Additionally leaving their child an an inheritance greater than $2 000 could disqualify them from Medicaid • Leaving their child’s inheritance to its sibling could have a a a a a a a a significant negative legal and financial impact on them