Estate Planning

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...

Parents are often very familiar with the government benefits their child receives, but many don't think about the effect that their own estate plan can have on those benefits. ...

Four nationally known elder law attorneys will present a free webinar on the new legislative and legal landscape followiing the election of President Trump and identify planning and other steps those with special needs and the elderly can take to preserve quality of health...