Will leaving money to a “special-needs” child who is receiving disability or Medi-Cal payments affect those benefits or payments?
Yes. Leaving any part of your estate to a special-needs child who is receiving disability or Medi-Cal payments could have the effect of terminating those payments until the child has exhausted the entire amount of the bequest. If you find yourself in this position, discuss it with us privately and, together, we will carefully consider what you should do before you make any decision. There are many solutions to this potentially troublesome issue.
