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Klenk Law

Tag: Irrevocable Trust

Examples of Estate Planning Protecting Your Surviving Spouse.

Posted on Wed Dec 19, 2018, on Estate Planning

From Our “Ask a Question” Mailbag: “Please give me Examples of Estate Planning Protecting a Surviving Spouse.” Examples of Estate Planning Protecting a Surviving Spouse: Example of a Disclaimer Trust protecting your surviving spouse. Mr. Philadelphia had his Estate Planning Lawyer incorporate a Disclaimer Trust in his Will. At Mr. […]

What is a Special Needs Trust?

Posted on Sun Dec 4, 2016, on Special Needs Estate Planning

From Our “Ask a Question” mailbag: “What is a Special Needs Trust?”

A Special Needs Trust is a trust designed to hold assets for a person receiving needs-based government benefits. The person who benefits from the trust is the “beneficiary.” Typically, the beneficiary is an individual with physical or mental disabilities who qualifies for needs-based benefits, such as Medicaid. Giving this person money or making them an heirwould disqualify them. Special Needs Trusts were created to hold assets for these people without excluding them from the benefits. A Special Needs Trust allows you to look out for your loved one by providing them with the little extras that will improve their life.

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