Discretionary Support Trusts

Explaining what a discretionary support trust does begins with an example. Suppose that you are supporting a family member with special needs—such as a disabled child. In addition, suppose that you have supported your special needs child throughout your life and have thought of leaving your child something should you pass away. Perhaps you have made your child the beneficiary of your life insurance policy, revocable trust, or your will.

Although you had good intentions, your actions might cause some unfortunate consequences. If your special needs child was receiving Supplemental Security Income (SSI) or Medicaid, the proceeds from the life insurance, trust property, or inheritance may disqualify your child from these government programs. Living expenses and medical bills will soon deplete the amount you have left to your child.

Contact Me

If you have any questions or comments, please feel free to contact me. My phone number, mailing and email address are as provided:

Attorney Andrew P. Mongin

P.O. Box 11712

Green Bay, WI 54307-1712

(920) 288-2080


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