Roots & Rights: Securing Tomorrow

How Special Needs Trusts Protect Benefits and Inheritance

10 min · 29. apr. 2026
episode How Special Needs Trusts Protect Benefits and Inheritance cover

Beskrivelse

This episode explains how outright gifts and inheritances can unintentionally disrupt SSI and Medicaid, and why the structure of support matters as much as the amount. It also breaks down third-party, first-party, and pooled special needs trusts, plus the trustee and administration choices that help preserve lifelong support.

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