Family members often provide for the long-term care of a loved one with special needs by leaving that person with an inheritance to cover long-term care costs.
Special needs care planning works within the limits of the law to set up special needs trusts and other options.
Kabb Law in Beachwood, Ohio, works with clients in Northeast Ohio to ensure their loved one’s needs are met.
Special Needs Trusts Can Help
When an inheritance is left directly to a person with special needs, there can be tax complications, a reduction or elimination of public benefits, and the recipient may not be able to manage the funds themselves.
Determining how you can help your loved one without impacting the public benefits they need to survive becomes a priority.
The Kabb Law Firm assists families with the difficult decisions that must be made when a person with special needs is made a beneficiary.
We can set up a life care plan that establishes a special needs trust, identifies long-term care needs, and manages and monitors the recipient’s public benefits. All of this gives you peace of mind in knowing that your loved one’s needs are cared for even when you aren’t here to oversee it all.
Work with a Public Benefits Coordinator
Our public benefits coordinator is a partner throughout this process, proactively identifying changes in the benefits system. Additionally, our knowledge of the care needs helps us ensure that we attain and protect the public benefits for the special needs client.
Kabb Law in Beachwood, Ohio, works closely with our Northeast Ohio clients to review the situation and learn what concerns they have.
Once we know this, we help them create a comprehensive special needs care plan to meet their needs.