About Jon L. Fischer

Jon focuses his practice on estate planning, probate matters, and Medicaid planning as he aims to help clients in their time of need.

Using an ABLE Account with a WisPACT Trust?

Wispact trusts are a popular topic on our blog (click here for our first four articles WisPACT 1, WisPACT 2, WisPACT 3, WisPACT 4).  A quick refresher – WisPACT trusts allow loved ones to set funds aside for a disabled individual’s needs without jeopardizing eligibility for government benefits such as Supplement Security Income (SSI) or […]

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WisPACT Trust or ABLE Account?

We have already discussed a bit of background on WisPACT trusts and the process to set up a WisPACT trust. While I strongly encourage clients to look at WisPACT options for beneficiaries with disabilities, there are some circumstances where WisPACT might not be the perfect fit. In those cases, clients can choose to set aside […]

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How to Set Up a WisPACT Trust

We have already discussed a bit of background on WisPACT trusts. WisPACT trusts are useful tools for disabled beneficiaries, allowing them to set aside assets that normally would push them over an asset limit and make them ineligible for various government programs. Today, I want to explain a bit more about the who, what, and […]

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The Benefits and Uses of WisPACT Trusts

The concept of having too much money is foreign to almost all of us. But if you receive needs-based government benefits like Medicaid, Family Care, IRIS, SSI, or other programs, having money can be an issue. For parents and grandparents of program recipients, it can be a struggle to decide whether to include the recipient […]

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