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Deductions & credits
In Iowa we have to have our lawyer file every year for us to be his guardians. Watch the SSI limit on his net worth. You will want an attorney to set up a special needs trust to watch him after you pass. Trust is non-revocable and specially worded so it will cover the things not covered by SSI and so the trust cannot be used for regular expenses, just things like movies, glasses clothes or a pizza party with friends.
March 16, 2022
7:46 PM