An Elderly Parent, An Adult Child with Special Needs, A Legacy for a Family's Future

An 80-year-old woman with an adult child who has a disability wanted to protect her home and other assets for her children in the event of her own illness or death.  We advised her to set up a special needs trust to provide for the disabled child in case she dies and he needs institutional care.  This would protect the house and allow her to leave a portion of her estate for her other children.  We referred her to a lawyer who could help her make the necessary arrangements.