Special Needs Planning & Medicaid Benefits.

Special Needs Planning is needed when one of four common events occur:

            • A disabled child (who is receiving public benefits) will or has received an inheritance.
            • A disabled child (who is receiving public benefits) will receive proceeds from a personal injury settlement or suit.
            • A disabled adult in a skilled nursing facility (who is receiving public benefits) will or has received an inheritance.
            • A disabled adult in a skilled nursing facility (who is receiving public benefits) will receive proceeds from a personal injury settlement or suit.

In all of the above situations, the receipt of these proceeds will mean the discontinuation of valuable Medicaid and other public benefits unless proper planning is implemented.

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