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ERIC Number: ED283322
Record Type: Non-Journal
Publication Date: 1984-Dec
Reference Count: N/A
Special Considerations for Special People: Estate Planning for Families with a Developmentally Disabled Child.
Welber, Joel S.
Michigan Bar Journal, p1163-68 Dec 1984
Existing patterns of deinstitutionalization and group home placements funded through Supplemental Security Income (SSI) and private supplemental trusts can provide the means for independent living for developmentally disabled adults. Yet, because of the propensity of probate courts to refrain from alteration of written documents evidencing the intent of the settlors of estates, innocent mistakes made by parents in their estate plans can have devastating impact upon the surviving developmentally disabled child and other family members. In most cases, the primary goal of the estate planner must be to protect SSI eligibility. This article is intended to provide information to the estate planner concerning the SSI program and related estate planning issues centering on the segregation and management of funds for the developmentally disabled child. SSI eligibility criteria are cited, restrictions on the establishment of trusts are set forth, and the role of family members as co-trustees is discussed. (JW)
Publication Type: Journal Articles; Reports - General
Education Level: N/A
Authoring Institution: N/A