I recently discovered that relatives of mine that passed away a long time ago had left me an inheritance. I am a person with a disability and receive services that assist me to live in my own home. Any inheritance that I receive that is not left to my Special Needs Trust can jeopardize these services.
The situation was complicated and my Aunt Lisa was helping me navigate through it. There was an attorney involved, but he was only somewhat familiar with estate law. Since there were time constraints, we needed to move quickly in order for me not to lose my services.
Needless to say, things were in an uproar. I needed assistance from informed people. I decided to reach out to Bebe Bode with Families Helping Families of Jefferson. We discussed the situation and then I asked if she would please contact my Aunt Lisa. She did and provided her with the information and resources we needed to move forward. We put the information we received in action and I am happy to share that the trust was completed and my services are no longer in jeopardy.
I am very thankful for the support we received.