FAQ Regarding Estate Planning for Family Members with Special Needs

Estate planning for individuals with special needs requires extra care. It is crucial to create a comprehensive estate plan with a knowledgeable Maryland estate planning attorney with experience assisting individuals with similar situations to yours. Gaining the services of an understanding attorney will give you and your loved ones peace of mind knowing that your special needs family member will be properly taken care of following your passing. Continue reading to discover some of the most frequently asked questions regarding estate planning for family members with special needs. If you are prepared to start this process, reach out to our Maryland estate planning attorney to begin today. We would be happy to walk you through the estate planning process, each step of the way.

Should I include my loved one with special needs in my will?

Many parents disinherit their special needs child out of fear that their child will lose their government benefits. It is important to understand that there is a way for your child to keep their government benefits while inheriting your assets. It is best to gain the assistance of a knowledgeable attorney who will help you establish a special needs trust. This trust will ensure your loved one with special needs is taken care of through all stages of their life. Retaining the services of a compassionate attorney who understands the importance of this matter is crucial. An experienced attorney will understand that your child cannot afford to lose government benefits including Medicaid or SSI which will assist them with receiving transportation services, education, medical and dental care, and any other necessary assistance.

Can I rely on my children to financially care for their sibling with special needs?

You can certainly rely on your children to financially care for their sibling with special needs. However, there are steps to take to be sure your assets are strictly used to care for your special needs child. If your estate plan is not prepared properly, your child may not be able to control your assets following your passing. To ensure this does not happen, you should gain the services of an experienced estate planning attorney who can solidify in proper writing that your assets are to be used strictly for your special needs child. To get started on this process, contact our firm today. We’re here to help.

Contact our experienced Montgomery County, Maryland firm

The attorneys at JD Katz have years of experience compassionately guiding clients in Maryland through the estate planning and administration process. Our firm also has experience with matters of elder law, business law, tax law, and litigation. For a legal team that will put your needs first, contact JD Katz today.