If you have a family member with special needs, then you are well-aware of the need for special planning for his or her future. Proper planning can ensure their uninterrupted eligibility for public assistance, their long-term financial safety net and that any remaining inheritance will remain with your bloodline rather than pass to the government. This applies to the planning of grandparents and perhaps extended family members, as well.

In certain circumstances, more planning than Special Needs – Basic planning is required, if you want to ensure the uninterrupted eligibilty of public assistance for your family member with special needs, their long-term financial safety net and that any remaining inheritance will remain with your bloodline rather than pass to the government. Achieving this objective may require coordination between generations and even among other extended family members in the planning. Doing so can reduce the risk of any inheritance triggering unintended and potentially disastrous consequences.