The Importance of Talking About Special Needs

On behalf of Rebecca W. Geyer & Associates P.C.:

Setting up a special needs trust in Indiana could potentially help your loved ones maintain their standard of living and manage their spending. In some cases, the process is relatively straightforward. In others, you may need to deal with complex legal issues at the state and federal level. At Rebecca W. Geyer & Associates, P.C., we help our clients navigate these issues on a regular basis.

As explained by the American Bar Association, special needs trusts often represent a critical discussion point during the estate planning process. Read here for a brief discussion of why these legal tools are important.

If you would like to submit content or write an article for the Estate Planning & Administration Section, please email Kara Sikorski at ksikorski@indybar.org.