Author Archives: Kara Daley

Tip #2: Don’t disinherit the special needs beneficiary

Many disabled persons receive Supplemental Security Income (“SSI”), Medicaid or other government benefits that provide basic food, shelter and/or medical care. The loved ones of the special needs beneficiaries may have been advised to disinherit them – beneficiaries who need … Continue reading

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Tip #1: Special Needs Trusts

Tip #1: Special needs beneficiaries require special planning.  As a society, we have come a long way since 1987 regarding stereotyping people with special needs and these individuals’ planning requirements, but there remain numerous misconceptions that often result in costly … Continue reading

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