Planning for child adjudicated dependent

From: Patricia T. Brennan <pbrennan_at_chesco.com>
Date: Mon, 08 May 2006 21:00:12 -0400

Dear List-mates:

A couple has consulted me regarding their estate planning. They are both
professionals in their late 40's to early 50's with two children.

The older child (now age 19) has just been determined to be mentally
disabled by both the Commonwealth of Pennsylvania and the Social
Security Administration. He is living in a group home.

This couple wants to know if they can provide for the older child
without jeopardizing his SSI entitlement and insurance benefits. They
are financially comfortable but not able to support this child to the
end of his natural life. Must they, in effect, disinherit him?

Any ideas or recommendations would be greatly appreciated.

Thank you!

Patricia T. Brennan
___________________

Patricia T. Brennan
Attorney at Law
31 Turner Lane
West Chester, PA 19380
(610) 430-7300
Fax: (610) 430-7318
pbrennan_at_chesco.com
www.patriciabrennan.com

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Received on Mon May 08 2006 - 18:00:05 PDT

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