Maryland Special Needs Trusts

Many people desire to give gifts and bequests to friends or relatives with special needs. But to accomplish this wish the person must consider whether the gift or bequest will cause the beneficiary to lose their government benefits. Ensuring the beneficiary will continue to receive their government benefits, such as Medicaid or Supplemental Security Income (SSI), may require that the person give the gift or bequest through a special needs trust, also known as a supplemental needs trust.

Obviously, when providing such a gift or bequest your intention is to improve the comfort of the person with special needs, not relieve the government of its burden. However, certain government benefit programs require Continue reading “Maryland Special Needs Trusts”

Maryland Estate Planning Guide

Please see my new page, Maryland Estate Planning.  The page is a summary for those seeking basic advice regarding Maryland estate planning.  This summary covers the most frequently asked questions and stresses my belief that most, if not all, people should consider some estate planning.  I welcome any suggestions for additional content.

Thanks for your continued support.

Sincerely,

Jeff Rogyom