How to Provide for a Loved One with Disabilities Without Losing SSI or Medicaid
Caring for a loved one with disabilities comes with financial challenges, and many families worry that leaving an inheritance or providing financial support will cause them to lose essential benefits like Supplemental Security Income (SSI) or Medicaid.
The good news? A Special Needs Trust (SNT) allows you to provide financial security while ensuring continued access to government aid.
Join our FREE educational webinar to learn how to safeguard your loved one’s future without jeopardizing their benefits.
What You'll Learn:
How a Special Needs Trust (SNT) Works – Learn how an SNT can legally protect assets while maintaining benefit eligibility.
Why a Standard Trust or Will Can Put Benefits at Risk – Discover the key differences between an SNT and other estate planning tools.
Types of Special Needs Trusts – Understand the differences between third-party and self-funded SNTs and which is right for your situation..
How to Ensure Long-Term Protection & Support – Create a financial safety net for your loved one that lasts a lifetime.
Special Training by Melissa Thies
Why This Matters:
Public assistance programs like SSI and Medicaid have strict income and asset limits. Without proper planning, even a well-intended inheritance or financial gift could disqualify a disabled individual from the benefits they rely on.
A Special Needs Trust offers a legal way to set aside funds for your loved one’s care, allowing them to; Keep their SSI & Medicaid benefits, receive financial support for medical, personal, and living expenses, AND have a long-term plan for stability and security.
Who Should Attend?
Parents or guardians of a child with special needs.
Family members who want to provide for a disabled loved one.
Caregivers looking for long-term financial planning solutions.
Anyone concerned about protecting assets while maintaining benefits.
Details (April):
Date: Thursday, April 24th, 2025
Time: 7 PM (Pacific) PST
Duration: 1 hour (45mins + 15 min Q&A)
Platform: Zoom
Details (June):
Date: Thursday, June 26th, 2025
Time: 7 PM (Pacific) PST
Duration: 1 hour (45mins + 15 min Q&A)
Platform: Zoom
On behalf of the AFEPI NW team, I want to say, "Thank You". This has been an amazing journey. Jamie, Missy, Heidi, and I feel privileged to help educate and serve you and your family. We will be here when you need us tyhe most.
