Special Needs Planning Attorney in New York, New York

What are some of the common mistakes made when setting up a special or supplemental needs trust?

More In This Category

View Transcript

common mistakes that people make is they

fail to report

to the agencies that

the beneficiary is receiving benefits

from you have to report all of the

transactions

uh once a year

to the attorney general plus to to

whoever you’re receiving benefits from

uh whether it’s the department of social

services

uh social security disability medicaid

and a lot of people forget that and they

simply don’t do it and then they end up

in a removal proceeding or a serious

penalty

years down the line because they simply

failed to report

NY estates planning & probate attorney Russel Morgan, Esq. discusses some of the common mistakes made when setting up a special or supplemental needs trust.

More Videos From This Lawyer