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Are families required to leave their entire estate to Life Plan Trust for their family members benefit?

April 26, 2017entire Estate Families family leave life Plan Trust

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Are families required to leave their entire estate to Life Plan Trust for their family members benefit?

1 Answer

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No, only the amount of bequest needed to support the services chosen in the Careplan. Our staff can help estimate what those costs would be over the lifetime of the individual with a disability. Factors affecting the estimated projection are the family member’s age, life expectancy, amount of service hours requested, and the amount of cash available for supplemental support.