Families who have children with special needs must exercise extra care in making their estate plans. This is especially true for those receiving needs-based public benefits such as SSI or Medicaid. Regardless of age or circumstance, an individual with special needs can lose their benefits if they receive an inheritance. This workshop explores the essential basics of special needs planning involving creating the plan, protecting SSI and Medicaid benefits, selecting caregivers, and managing the financial estate. Attendees will enjoy a hands-on approach to special needs planning through many real life examples and context.
Register at cuyahogalibrary.org and though any of our branches.