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Midway, PA (724) 796-3040 Erie, PA (814) 315-0123 Franklin, PA (814) 209-4699

Special Needs Children as Beneficiaries in Trusts and IRAs

Protecting the needs-based government benefits of a child with special needs requires careful planning. It is also important to protect those assets against later claims after your death and, in some cases, during your lifetime, for additional available public benefits…

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Naming a Special Needs Child as a Beneficiary

Protecting a child's need-based government benefits requires careful planning when leaving assets to them.  It is also important to protect those assets against later claims after your death and, in some cases, during your lifetime, for additional available public benefits…

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