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Special Needs Trust | Michigan Asset Review

February 4, 2009

Filed under: Estate Planning,Special Needs Planning,Special Needs Trusts — Christopher J. Berry | Estate & Elder Law Attorney @ 6:48 pm

When preparing a Michigan special needs trust or Michigan supplemental needs trust for an individual who is receiving governmental benefits, it is important to keep in mind how assets are titled.  A key is to review the beneficiary designations so that the assets that are supposed to be funded into the Michigan special needs trust are properly designated.

It is important to have a Michigan special needs trust lawyer review those designations with you on a regular basis.

Jacksonville estate planning lawyer, David M. Goldman, has prepared a list of common assets that should be reviewed when you have a special needs child.  You can read his post Common Asset to Review With a Florida Special Needs Trust.  While David M. Goldman is an Florida estate planning lawyer, his points remain true in Michigan as well.

-Christopher J. Berry, Esq.
Michigan Special Needs Trust Lawyer

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