Planning for an Individual with Special Needs Presented by Stephen A. Hall, Esquire, & Nicole Bazzy, Esquire of Burns White, LLC

Speaker: Stephen A. Hall, Esquire, & Nicole Bazzy, Esquire Burns White, LLC It’s never too early—and almost never too late— to start planning for the care of an individual with special needs. Even caregivers with the best of intentions oftentimes don’t realize that direct gifts and inheritances may cause their beneficiaries to lose critical government assistance. For some needs-based government benefits programs, current law only permits an individual with special needs to have $2,000 in controllable assets and still qualify for benefits. With our unique understanding of special needs planning, we will identify issues for planning for a person with special needs and talk about strategies for charitable giving that may be used after a beneficiary’s trust has ended.