Estate Planning

As 2019 drew to a close, Congress passed a spending bill that includes significant changes to retirement savings accounts. For families with special needs members, these changes will have an impact on estate planning.

Trusts are important vehicles in special needs planning. What happens, though, when the primary beneficiary of a special needs trust dies and there are assets left in the trust? How are taxes calculated and paid?...

Parents of a child with special needs know that they must plan for the child’s care and support, especially if the child is unlikely ever to be able to earn an income.  If divorce is looming, be sure to learn the answers to these key...

A new online calculator guides parents through the estate planning process by assessing the cost of everything their child with special needs is likely to need for the duration of his or her life.

Terminating a special needs trust is not as simple as merely writing a check to the remainder beneficiaries and calling it a day. There are several key considerations and requirements to keep in mind.

A bipartisan bill fixes a flaw in earlier legislation and would finally allow any veteran to allocate pension payments to a trust for their survivors with special needs. ...

At some point in their child's early adolescence, most families suddenly realize that the services and programs that they rely on to care for the child will soon disappear and be replaced by radically different benefits.  One of the most...

I live in one state but my son lives in a group home in neighboring state.  Where should I establish a special needs trust for his benefit?...

A grandparent, aunt, or close friend of the family has written a generous check to your child with special needs or has named the child in a will or trust. Should you be pleased?...