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
There are many benefits to having a special needs trust that go far beyond the ability to maintain eligibility for SSI or Medicaid. For example, although Social Security Disability Insurance (SSDI) does not have asset or income requirements, this does not mean
A bill that would allow retired military service members to name special needs trusts as beneficiaries of their Survivor Benefit Plans has been reintroduced in Congress.
Most people with special needs, including those with very severe special needs, live in some type of community setting. Here are some of the most popular housing options for adults with special needs.
In a recent New York case, an institutional trustee has been ordered to pay back a special needs trust almost $180,000 for its failure to make certain that the beneficiary qualified for available public benefits.
Despite being the beneficiary of a multi-million dollar special needs trust, Mark Holman never saw a cent until a New York judge intervened. The case illustrates the difficulties those creating trusts face when choosing a trustee for a special needs
A California jury recently returned a $23 million verdict against a contractor who took advantage of a trustee of a special needs trust who suffered from depression and substance abuse. While the contractor's actions were egregious, the case also highlights