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Originally Posted by jplinville
Thanks for the advise. I have an appointment next week on Thursday with an attorney.
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Definitely your best move, jp. A trust would seem to be the answer.
Our situation is complicated by having a child with Down syndrome. If something happened to the Mrs. and I, we wanted to be sure that he would not be disqualified for any support he might otherwise be eligible for. There are pathetically low amounts of assets a person with special needs can have in their name before they become disqualified. As a result, we had to have a Special Needs Trust crafted to cover all of the bases.