Estate Planning for a beneficiary with a disability

LIST Code: ES-01-05-00-00

LIST Code

ES-01-05-00-00

Title

Estate Planning for a beneficiary with a disability

Definition

This category covers issues that a person might face when drafting their estate plans, if one of their children or other beneficiaries have disabilities. This includes how to transfer assets in ways that do not harm that beneficiary's ability to receive public benefits and other support. It also includes how to ensure that the beneficiary will have long-term support for health and care costs.

Other Taxonomy Terms

These terms in other taxonomies are equivalent to this term. They are mapped to each other.

  • NSMI v1 Taxonomy: 1950000
Last updated on Jul 01 2022

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