Estate Planning Articles


Three Essential Documents for Parents of Children with Special Needs

If your child has special needs, a standard estate plan -- will, trust, power of attorney, and health care proxy -- may not be ade...

READ ARTICLE


Gifts to a Special Needs Trust Can Be Larger Than You May Think

Once you begin to understand how the gift tax system really works, you may be pleasantly surprised to learn that most people can fund a special needs trust for a person with disabilities with a lot more than $14,000 a year.

READ ARTICLE


A Simple Way to Organize your Special Needs Planning Documents

It is very important for everyone, but especially for parents of children with special needs, to establish an organized system for conveying information about their special needs plan to the people who will be carrying it out.  The best way to do this is to create a special needs planning binder.

READ ARTICLE


Should an SSI Recipient Simply Refuse an Inheritance?

When an SSI beneficiary finds out that he is going to receive an inheritance, his first reaction may be to refuse to accept it.  But this refusal, also known as a disclaimer, could make things even worse for the beneficiary.

READ ARTICLE


Before Signing Anything on Behalf of Someone Else, Talk to Your Special Needs Planner

A friend or relative should never sign anything for a person who lacks capacity unless he has authority to act on behalf of the incapacitated person.

READ ARTICLE


Trust Advisers Offer Guidance and Support

In some cases, the donor of a special needs trust may want to provide an extra level of assistance to the trust's beneficiary by naming a trust adviser to assist the trustee with trust management. 

READ ARTICLE


Special Needs Planning Is a Marathon, Not a Sprint

Attorneys who focus on special needs planning have dedicated their practices to helping families with a wide variety of legal issu...

READ ARTICLE


As the End of the Year Approaches, Remember Those Gifts to Special Needs Trusts

In many cases, the best way to provide monetary assistance to your loved one during the holidays is through contributions to a spe...

READ ARTICLE