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Preserving trust
generation
to generation.
Phone: +1 (916) 677-6800
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More than onetype of Trust Special Needs Trusts
Using a trust can allow you to leave money to a disabled loved one -- without jeopardizing government benefits.
If you are providing care for a child or other person with a disability,
you’ve no doubt thought about what will happen when you’re no longer around. Of
course you can leave that person property -- but doing so without some careful
planning can jeopardize your loved one’s ability to receive Supplemental
Security Income (SSI) and Medicaid benefits. read more The Surviving Spouse's Rights
The surviving spouse has limited power over the assets in the irrevocable
trust. The extent of this power depends on the terms of the trust, within
certain limits set by the IRS. If a surviving spouse is given more power than
IRS rules allow, the surviving spouse becomes the legal owner of the trust
property -- exactly what you don't want. read more |
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