Re: Planning for child adjudicated dependent

From: Leslie Wizelman <wizelman_at_epix.net>
Date: Mon, 8 May 2006 21:08:34 -0400

No, they do not need to nor should they disinherit.They can prepare a
Special needs Trust which if done properly and administered properly will
not jeopardize SSI benefits. In your area, I would suggest you contact Linda
Anderson or Dana Breslin.
Good luck!
Leslie Wizelman CELA
Certified Elder Law Attorney
Wyalusing, PA
570-746-3844
570-746-3699(fax)
wizelman_at_epix.net
www.lesliewizelman.com
----- Original Message -----
From: "Patricia T. Brennan" <pbrennan_at_chesco.com>
To: "real property list serve" <realproperty_at_list.pabar.org>
Sent: Monday, May 08, 2006 9:00 PM
Subject: [realproperty] Planning for child adjudicated dependent

> 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
>
> This electronic message may contain information which is privileged,
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>
>
>
>
Received on Mon May 08 2006 - 18:08:42 PDT

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