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Special Needs Planning

Monday, February 26, 2018

A Simple Will Is Not Enough

A basic last will and testament cannot accomplish every goal of estate planning; in fact, it often cannot even accomplish the most common goals.  This fact often surprises people who are going through the estate planning process for the first time.  In addition to a last will and testament, there are other important planning tools which are necessary to ensure your estate planning wishes are honored.




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Friday, July 7, 2017

Q & A with Attorney John Haslam: Special Needs Planning


What is special needs planning? 

People planning for beneficiaries with a special needs must address the following concerns:

  • How will financial benefits be used for their benefit?

  • Who will control and manage financial assets?

  • How can an estate plan be arranged so that the beneficiary with special needs can benefit from inherited assets for the rest of their life?

  • If the beneficiary is receiving government benefits, how can money be left to them without jeopardizing those benefits?

  • Money may very easily be exhausted in an ill-advised and rapid fashion.

  • Will there be circumstances when the beneficiary can assume control over inherited assets?


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With Offices in Madison, WI and Evansville, WI, the attorneys at the Wilson Law Group assist clients with Estate & Business Planning, Probate & Trust Administration, Elder Law and Medicaid Planning throughout Southern Wisconsin including Verona, Middleton, Sun Prairie, Cross Plains, Oregon, Black Earth, Janesville, Jefferson, Fort Atkinson, Baraboo, Reedsburg, Richland Center, Mount Horeb, Monroe, Beaver Dam, Dane County, Rock County, Green County, Iowa County, Richland County, Sauk County, Columbia County, Dodge County and Jefferson County.

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| Phone: 608-833-4001
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