Basic Estate Planning Documents

There are dozens of estate planning documents in an estate planning attorney’s “toolbox”.  Which documents to use for a particular family depends on several factors including but not limited to, familial structure, assets, familial concerns and age.

In this blog, I would like to cover some very basic estate planning documents that just about everyone needs.

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Leaving Assets to a Beneficiary with Special Needs

I frequently have parents who have a child with special needs tell me that they need to omit their child from their estate plan because the child is receiving governmental or charitable benefits and that any inheritance left to that child will disrupt or terminate the benefits that they are receiving.

This is not the case. You can absolutely leave an inheritance to a child with special needs, even one receiving governmental or charitable benefits. You just have to do it the right way, meaning by using a special needs trust.

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