Estate Planning

A True Link card could save your family member from exploitation and predatory banking practices.

A qualified disability trust (QDT) can minimize unnecessary tax consequences.

With Alzheimer’s the leading cause of death among people with Down syndrome, this population deserves a lot more attention than it currently gets from the medical community and Alzheimer’s researchers, says expert Howard Gleckman.

Some special needs trusts may be eligible for considerable tax savings. Here's how.

Special Needs 101

Credit cards offer a way for the trustee of a special needs trust to avoid giving a beneficiary cash while at the same time not serving as the beneficiary's designated shopper.

Special Needs 101

For an individual who can make some decisions on his or her own, a full guardianship may not be appropriate.

Special Needs 101

A Special Needs Trust (SNT) can play an important role in preserving the financial security and lifestyle of a person with special needs. A properly drafted SNT allows the individual to benefit from supplemental resources while still qualifying for public...

Special Needs 101

What happens if you come into money that pushes you over the income limit for SSI or Medicaid? The answer may be to consider a pooled trust.

Special Needs 101

Here are some of the questions you will need to consider in guiding your attorney to create a special needs trust.

Special Needs 101