Sep 11, 2020
If you have children with disabilities, a Cary special needs trusts lawyer can help you plan so their benefits stay protected no matter what.
Special Needs Planning encompasses a lot more than just the creation of the trust or the creation of a 529(a), it’s actually looking at the totality of the circumstances – the entire comprehensive plan – and making sure that there’s financial piece involved as well. The regulatory nature of Special Needs Planning is that Social Security and Medicaid may not last forever, whether due to the lack of funding or its removal entirely. Part of the planning is to make sure there’s adequate funding in place in case there are no benefits to maintain.