Exceptional Children
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Estate Planning
The Purpose of Estate Planning
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(from the Special Needs Alliance)
Special needs planning works to preserve public benefits for the disabled child while supplementing and enhancing the quality of the child s life. This type of planning is useful for many different purposes, including
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lifetime money management for the benefit of the disabled child;
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protecting the child s eligibility for public benefits; and
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ensuring a pool of funds available for future use in the event public funding should cease or be restricted.
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Estate Panning Basics
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- Have a family conversation to clarify roles and wishes.
- Engage legal and estate planning professionals.
- Consider creating a trust for special needs beneficiaries for as long as they live.
- Build some flexibility into your plan, as needs may change over time.
- Keep your plan current by reviewing it every 3 to 5 years or when circumstances change.
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Alliance of Disability Advocates
Alliance of Disability Advocates
The Alliance of Disability Advocates strives to enable people with any disabilities to fully participate in their communities without boundaries in the Raleigh-Durham and surrounding area.
An Introduction to Special Needs Trusts: How They Work and Why People with Disabilities Need Them
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NC ABLE
NC ABLE was established to provide qualifying individuals the ability to save and invest, without losing benefits and supports. Funds in an NC ABLE account that are used for disability expenses will not affect eligibility for certain assistance programs, like Social Security Income and Medicaid.
You're eligible if:
Your disability was present before the age of 26; and
One of the following is true:You are eligible for SSI or SSDI because of a disability
You experience blindness as determined by the Social Security Act; OR
You have a similarly severe disability with a written diagnosis from a licensed physician that can be produced if requested.
Eligible individuals can maintain current benefits with an NC ABLE account.- Balances of $100,000 or less are excluded from the SSI resource limit, and individuals will continue to be eligible for Medicaid regardless of the account balance.
- Each Account is charged an account maintenance fee of $15 each quarter, or $60 annually.
For more information, go to:
https://savewithable.com/nc/home/plan-benefits.html
NC ABLE 101 Video
