Are you worried about ensuring the financial security of your child with special needs? Never make this estate planning mistake for special needs kids—it’s crucial to understand the importance of a Special Needs Trust. In this video, Mark Gilfix, an experienced estate planning attorney from Gilfix and the Pole Associates, breaks down the essentials you need to know. Discover how a Special Needs Trust can help protect your loved one’s eligibility for needs-based government benefits like SSI and Medicaid, even if they inherit substantial assets.
Mark explains why leaving money directly to a child with a disability can jeopardize their benefits and outlines the importance of having a well-structured Special Needs Trust. Learn about the role of a trustee and how to ensure your overall estate plan—including your revocable living trust and advanced directives—supports the special needs trust effectively.
Don’t leave your loved one’s future to chance. Engage with personalized legal advice by scheduling an appointment with Gilfix Law.
CHAPTERS:
00:00 – Creating Trust for Children with Disabilities
00:50 – Importance of Special Needs Trust
02:55 – Oversight of Special Needs Trust
04:10 – Special Needs Trust in Estate Planning
05:00 – Share This Video
05:40 – Thank You for Watching
This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues.
To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com
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