Estate Planning

Parents giving gifts to children will sometimes provide nothing to the child with special needs while giving substantial amounts to the child’s siblings. This planning strategy can lead to trouble, as a recent Wisconsin case highlights.

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...

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.

Life insurance provides a unique opportunity for many families to guarantee the financial security of their loved ones with special needs without placing a significant financial strain on other family members.

In case you haven't thought of checking in with your special needs planner in a while, here are five events that should trigger an immediate call to your attorney.

My special needs trust refers to someone called a settlor but my friend's trust has a grantor.  Are these roles different?...

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

Trustees of special needs trusts have many important responsibilities, but these five likely rank at the top of any trustee's list.

We have a brother with special needs -- a documented intellectual disability -- who works full time and does not receive benefits. Our father just died and we have money coming, but he did not include our brother in his...