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We understand that caring for a loved one with special needs is both challenging and rewarding for any family. If you currently provide care for a child or loved one with special needs (such as mental or physical disabilities), thinking about what may happen when you are no longer able to serve as a caregiver is worrisome.

Essential benefits under the Supplemental Security Income (SSI) and Medicaid programs may be at risk if a special needs person receives an inheritance.   Without the inheritance, the public benefits may not be enough to provide for their needs.  Fortunately, some rules permit a special needs person to be the beneficiary of certain types of trusts, such as Special Needs, Supplemental Needs, Pooled Trusts, and STABLE accounts, while maintaining eligibility for those public benefits.

Special needs trust

A properly drafted Special Needs Trust can safeguard public benefits eligibility for your loved one while also providing additional funds to supplement (not replace) public benefits.

Dell Burtis Law can help you with Estate Planning, Elder Law, Special Needs Planning, Veterans Benefits, Real Estate, and Business Planning in Ohio. We invite you to contact us to learn more about how we can help with your Special Needs planning.

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