We routinely assist families with relatives who may have a disability or special need to deal with passing money and property and caring for that loved one. That is only one aspect of special needs planning. Another aspect comes into play regularly when a disabled person receives a backpay of social security benefits which can be in the range of tens of thousands of dollars or receives a
personal injury settlement. These lump sum influxes of money can adversely affect Social Security Income, Medicaid or other benefits. Below we will address both these scenarios.
