Estate Planning Articles


Virginia Woman Successfully Fights Mother's Guardianship Petition

A Virginia court has ruled in favor of a 29-year-old woman with Down syndrome and refused to grant her mother's guardianship petit...

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A Trust Protector Can Look Out for a Beneficiary's Interests

How can the donor of a special needs trust make sure that the trustee will properly manage the trust when the donor is no longer a...

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Beneficiary Designations Can Cause Problems for Children With Special Needs

Private retirement savings plans, like IRAs and 401(k)s, have become the main way for American families to save for retirement.

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A Quick Primer on the Taxation of Social Security Disability (SSDI) Benefits

SSDI payments, like old-age Social Security retirement benefits, can be taxed, depending on the SSDI beneficiary's other income.

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Is There A Limit On The Number of Trustees?

Can a special needs trust have more than one trustee at a time?

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Why a Special Needs Trust Can't Automatically Terminate When the Beneficiary Gets Better

One question that typically comes up when an attorney is drafting a special needs trust for a beneficiary whose disability may end...

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Special Needs Trusts and Financial Aid: What Should Applicants Do?

When you add a special needs trust to a financial aid calculation, things can get complicated because the regulations governing federal financial aid don't do a very good job of distinguishing special needs trusts from other types of trusts.

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