Gifting or bequeathing to a disabled family member or friend requires extreme caution. Improperly planned gifts or inheritances can disqualify beneficiaries from needs-based government benefits.
If someone you love is either on government benefits or may qualify for benefits in the future, be sure to consult an attorney. If you’d like to discuss establishing a special needs trust, or supplemental needs trust, contact Weinberger Law or call 720-588-9830.