Craig and Sandra have a four children, and one of them, Will, has Down Syndrome. Will is 25 and currently receives SSI and Medicaid, but his parents also have to help out financially and they always will. But Craig and Sandra worry about what might happen to Will if something were to happen to them. They know how difficult it was to get Will on public benefits, and how even a modest inheritance will cause him to lose those benefits. Also, Craig and Sandra are not wealthy, and while they know they need to provide for Will when they are gone, they do not want to disinherit Will’s siblings. Some friends have suggested that they leave all their assets to their other 3 children so Will won’t lose his benefits, but they don’t want to disinherit Will either. After all, Will is going to need an inheritance more than the other three children, and leaving Will’s inheritance to one of them might result in Will never receiving it if something tragic or unforeseen were to happen like a death or bankruptcy. Craig and Sandra knew they needed advice, so they made an appointment at the Morton Law Firm. There they learned of a special type of trust they could leave Will’s inheritance in that would be there to assist in paying for extra things his public benefits did not cover but would not cause him to lose his pubic benefits. Craig and Sandra followed the firm’s advice and created a Special Needs Trust for Will. They now have a much greater peace of mind, knowing that if something happens to them all of their children will be treated fairly, and Will’s inheritance will be protected to provide him the extra assistance he periodically needs without causing him to lose his government benefits. They also like the fact that any funds remaining when he dies will go to their other 3 children and not the government. Craig and Sandra would have likely continued to spend sleepless nights worrying about what would happen to Will if something happened to them, but now they rest well knowing that they have taken care of their affairs.

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