This session will focus on the ways in which one can protect needs-based benefits when the heir or legatee is disabled and receives an inheritance. The session will begin with a brief overview of the public benefits and special needs trust rules, followed by a practical guide to the steps necessary in the probate process to ensure disabled heirs and legatees keep their public benefits while still having the inheritance funds available for those things public benefits do not cover.
Speaker: Tabitha 'Nikki' Mitchell, Mitchell, Brown & Associates, LLC, St. Louis