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.
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.
We at the Academy of Special Needs Planners (ASNP) are pleased to announce that California special needs planning attorney Kevin Urbatsch has joined our Advisory Board.
Last month we discussed some initial things that every trustee of a special needs trust should do upon learning that the primary beneficiary has passed away. Now, we'll explore additional steps to consider when closing out the trust.
The government prepares a budget. Businesses and families prepare budgets. A special needs trust should be no different.
In many cases, the best way to provide monetary assistance to your loved one during the holidays is through contributions to a special needs trust. As an added bonus, a strange glitch in the tax code may make 2010...
A recent case from New Jersey should make you think twice about waiting to finalize that estate plan that you have been meaning to get to.
In some cases a parent or family member can handle the job of trustee of a special needs trust perfectly well, but in other cases the task can simply become overwhelming. Here are some warning signs that a professional trustee...
Parents and grandparents of people with special needs have a unique opportunity to make life much easier for their children or grandchildren by creating a first-party special needs trust while they are still living.
