When a loved one lives with a disability there is a risk in leaving money to them. They will likely be knocked off their benefits if they have too much money in their name. Most people are allowed to have $2,000 and still keep their State benefits like Public Aid and Food Stamps.
The answer is simple. Anything that goes to a person with a disability should be inside a Special Needs Trust. This is a way for you to include the special family member and still preserve their state benefits.
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