Budgeting for Trustee Success
The government prepares a budget. Businesses and families prepare budgets. A special needs trust should be no different.
The government prepares a budget. Businesses and families prepare budgets. A special needs trust should be no different.
Five Massachusetts attorneys have written an uncomplicated, user-friendly guide for those charged with administering a special needs trust.
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.
SSDI payments, like old-age Social Security retirement benefits, can be taxed, depending on the SSDI beneficiary's other income. Because the rules governing the taxation of SSDI payments can be very confusing, we have put together a short primer to explain...
The Social Security Administration (SSA) recently proposed new regulations for how it determines whether someone with a mental disorder is eligible for disability payments. Mental health advocates are concerned that the proposed rules will lead to the use of...
