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special needs children who receive
something
through a
will or a trust that did not have a
guardian either named in the document
that created it
will need to have what’s called an
article 17a guardianship proceeding
brought
so that either their parents family
members or an independent third party
can be appointed and manage that
bequest if it’s done let’s say direct
let’s say
the kid was named as a beneficiary on a
life insurance policy this would be done
as
guardian
who sets up an account after appointed
if let’s say hypothetically this was
done through a will
then the guardian would petition the
court to be appointed on behalf of the
child after being appointed as their
guardian of property through a
article 17a guardianship proceeding
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NY estates planning & probate attorney Russel Morgan, Esq. explains how legal guardianships are used for special needs children in New York.