How To Leave Money To A Disabled Child

About this episode

This episode discusses how to effectively leave money to a disabled child, focusing on special needs trusts and their implications for government benefits.

If your child or loved one has special needs, how you leave them money matters. In this episode, Ken and Jeremy break down special needs trusts in plain English and why a direct inheritance can accidentally create problems with certain government benefits. They also cover practical, real world considerations like who should serve as trustee, when a corporate trustee can help, and why this planning step is often more affordable and manageable than most families expect. If you are over 50 and...

People in this episode

Host: Ken Moraif

Guest: Jeremy

Topics covered

• special needs trusts
• inheritance
• government benefits
• trustee considerations
• financial planning

Keywords

• special needs
• inheritance
• trustee
• financial planning
• government benefits

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