Ask your disabled clients, “Do you think you’ll get any inheritances from extended family?” If they do, explain how this could affect their benefits eligibility, and how a Henson Trust could mitigate those problems. Further, if your clients are parents of a disable child, ensure they understand the potential consequences of gifting to that child and look at trust structures that ensure their benefits aren’t voided by your gift.

You can also email them this article, or send it to them on Twitter or LinkedIn.