Special needs trust overview

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so a lot of clients who come into our

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office have who have loved ones with a

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disability want to make sure that that

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person is protected for their whole life

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financially so what they’ll do is

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they’ll incorporate a provision in their

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trust or in their will leaving a larger

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share of their estate to that person or

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leaving a certain amount of money to

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that person who has a disability

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what they don’t understand is that that

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could put the person who they love with

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a disability at risk of actually losing

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eligibility for those great programs and

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services that Medicaid provides what we

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do is we make sure that for any clients

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who have a loved one with a disability

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to build in something called a Special

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Needs Trust into their estate plan and

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that way if our clients want to leave a

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bigger share or really anything to a

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loved one with a disability they can

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make sure that any inheritance to that

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person with a disability goes into the

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Special Needs Trust rather than going to

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that person with a disability outright

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because those two things really make the

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difference about whether someone could

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be eligible for Medicaid programs or not