Episode 299 - Special Needs Planning Part One - How to Manage an Inheritance or Settlement While on Public Benefits

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Episode 299 - Special Needs Planning Part One - How to Manage an Inheritance or Settlement While on Public Benefits

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When you’re caring for someone who depends on ongoing support, every decision matters — especially the financial ones. What many families don’t realize is that even the most well-meaning gift or inheritance can unintentionally jeopardize vital benefits like Medicaid or SSI. In today’s episode, we’re diving into a topic that can truly shape a loved one’s future: special needs trusts. Joining us is Attorney Josh Hunter of Johnson McGinnis Elder Care Law & Estate Planning, who breaks down how these trusts work, why they’re so important, and how they can safeguard long-term care and financial stability.

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