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Top 10 Estate Planning Steps for Families with Special Needs

In a recent article of The Voice, Attorney Kristen M. Lewis writes about “Special Needs Estate Planning for Families with Special Needs: Top 10 Action Steps.”  Highlights of her action points include:

  • Do not disinherit the beneficiary with special needs.
  • Know the types of government benefits available to the beneficiary.
  • Know the difference between a “first-party” special needs trust and a “third-party” special needs trust.
  • Assemble a team of allied professionals.

Read the full article for all 10 Action Steps and their explanations.

The Voice is the online publication of the Special Needs Alliance, a national coalition of attorneys who are dedicated to serving individuals with disabilities and their families.  Johnson Teigen attorneys Barbara S. Hughes and Mark T. Johnson are members of the Special Needs Alliance, and all of the attorneys of the firm are experienced in advising clients with special needs of all ages and circumstances.