If you have a family member with special needs and who is on a means-tested social service program like SSI, one of the worst things that can happen would be for that family member to receive an outright
inheritance that will likely make him or her ineligible for benefits. To prevent this from happening, some families choose to disinherit loved ones on such programs so they maintain their eligibility, but that is
completely unnecessary!
McCleer Law Office can help you leave an inheritance to a loved one with special needs in a Supplemental Needs Trust, which will allow him or her to benefit from the inheritance while maintaining
program eligibility.
But Special Needs Planning can go much further than putting the right provisions in your will or trust. If you or a loved one are already faced with potential program ineligibility due to a sudden influx of assets,
perhaps by way of inheritance or a lawsuit/insurance settlement, McCleer Law Office can help create a First-Party Special Needs Trust or WisPACT Trust in which excess assets may be held and program eligibility may be maintained.