How to Approach Special Needs Estate Planning Through Wills, Trusts, and Guardianships

The Probate Podcast

Join us in Episode 16 of the Probate Podcast as estate planning attorney Carly Maderer shares her expertise on special needs trusts, guardianship designations, and ensuring inheritance doesn’t disqualify a beneficiary from benefits like SSDI and SSI.

Watch on YouTube:
https://youtu.be/qoTI8xp5At0

What You'll Learn:
-The resources and community support provided by the Dup15Q Alliance.
-How special needs trusts, SSI, and Medicaid intersect.
-The estate planning process for beneficiaries with special needs and disabilities.
-Considerations when appointing a guardian for someone with special needs.
-Strategies for avoiding probate issues for special needs family members.
-Tips for initiating the estate planning conversation with family members
-Steps to reclaim benefits when a trust wasn't initially established.
Timestamps
0:00 Introducing Carly Maderer - Special Needs Estate Planning Expert
13:41 Dup15Q Diagnosis and the link with Autism
15:10 The Dup15Q alliance and community support resources
16:47 Special Needs Estate Planning 101
20:03 Special needs trusts, SSI and Medicaid
24:51 The estate planning process for beneficiaries with special needs and disabilities
27:51 What is the point of a corporate trustee?
30:59 Choosing who to appoint as guardian for someone with special needs
33:13 Avoiding probate issues for a special needs family member
36:10 How to start the estate planning conversation
43:27 Getting benefits back when there wasn't a trust
ABOUT CARLY:
Carly Maderer, a seasoned business and estate planning attorney based in northwest Houston, Texas, brings a wealth of experience to the field. Carly co-founded Tyler and Maderer, PLLC in 2015, a comprehensive disability law firm specializing in Supplemental Security Income (SSI), Social Security Disability Insurance (SSDI), guardianship, estate planning, special needs trusts, and Medicaid planning. Carly's dedication to this area of law was inspired by her personal journey navigating her daughter Kennedy’s Isodicentric Dup15q diagnosis. Today, she is committed to making special needs planning a part of more wills, trusts, and guardianships with a primary goal of helping families protect the SSDI benefits their loved ones are entitled to.
Connect with CARLY
Email: [e-mail]
Website: https://tylermaderer.com
Tyler & Maderer Phone Number: 832-761-7773

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Disclosure: The information shared on The Probate Podcast is for educational and informational purposes only and does not constitute legal or financial advice. We strongly recommend consulting with a professional for advice specific to your situation. If you need help finding a professional, feel free to reach out to us at www.willowwoodsolutions.com/contact.
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Chapters

1. Attorney Carly Maderer on Special Needs Estate Planning (00:00:00)

2. Introducing Carly Maderer - Special Needs Estate Planning Expert (00:00:21)

3. Dup15q, early symptoms, and clinical diagnosis (00:04:21)

4. The link between Dup15Q and Autism (00:13:40)

5. The Dup15Q alliance and community support resources (00:15:10)

6. Special Needs Estate Planning 101 (00:16:47)

7. Special Needs Trusts, Guardianship, SSI and Medicaid (00:20:03)

8. The estate planning process for beneficiaries with special needs and disabilities (00:24:51)

9. What is the point of a corporate trustee? (00:27:51)

10. Choosing who to appoint as guardian for someone special needs (00:30:59)

11. Avoiding probate issues for a special needs family member (00:33:13)

12. How to start the estate planning conversation (00:36:10)

13. Getting benefits back when there wasn't a trust (00:43:27)