How Can I Specifically Disinherit a Person with Special Needs?

  • July 10th, 2015
Q
I am going to fund my son's special needs trust with a life insurance policy.  How do I make it clear that he is not supposed to get anything else from my estate?
A

Your attorney will typically draft a clause in your will (and possibly in your revocable trust as well) specifically leaving nothing to the child and explaining that he is going to be taken care of through other means.  This is not the same thing as completely disinheriting the child, which is not something that we recommend.  

Local Special Needs Planners in Your City

Planner name

Firm Name
City, State

Planner name

Firm Name
City, State

Planner name

Firm Name
City, State


Last Modified: 07/10/2015

Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts