Protecting Your Family Member’s Financial Future

There is only type of Trust that will protect  beneficiary’s continued access to government benefits.

Whatever their age, any portion of an estate transferred to an individual with a disability must not only be placed in trust, but in a trust that is properly and precisely worded, in order to ensure that individual`s continued right to access government benefits.

Unfortunately, too many families are unaware of the existence, yet alone the necessity, of this particular type of Trust when they leave assets to their disabled child in their Will. While the family member might have peace of mind thinking they have provided some extra amenities for their loved one upon their death, it will be the individual with a disability who will suffer the fallout from any error in this area.

Return to Presentations