Special Needs Pooled Trusts: What Are They?

If you have a loved one with special needs and you want to leave a part of your estate to them, you may have considered creating a special needs trust, so that their eligibility for benefits such as Medicaid and SSI are not in jeopardy.

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How Special Needs Trusts Can Help Your Loved Ones

When you are planning for the distribution of your estate, it’s customary to allocate assets equally among your immediate family. But if one of those potential heirs has a disability and is eligible for governmental benefits, you need to take specific steps to protect those benefits.

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