Planning an Inheritance for A Child or Grandchild on Public Benefits: The Special Needs Trust?

Q.  One of my grandchildren has a disability and receives SSI and Medi-Cal. I would like to leave him a bequest from my estate when I pass. But won’t doing so cause him to lose his public benefits? A.  Not if you plan correctly. As you probably know, your grandson cannot have more than $2,000… Read More »