Written by two certified financial planners with special needs family members, this easy-to-understand guide is a comprehensive resource that addresses all areas of special needs planning.
A recent New York case highlights the importance of planning in advance for a child with special needs, as well as of choosing the proper advocate for your child.
An alternative to individual special needs trusts are "pooled trusts," which pool the resources of many beneficiaries. Becoming part of one may have advantages, depending on the situation.
In some cases, the donor of a special needs trust may want to provide an extra level of assistance to the trust's beneficiary by naming a trust adviser to assist the trustee with trust management. ...
If you have a special needs child and are worried about what will happen to that child when you die, this detailed book helps you secure the child's future.
Academy of Special Needs Planners co-founder Diedre Wachbrit's article "9 Costly Mistakes to Avoid in Planning for Your Special Needs Child" appears in the March 30, 2007, edition of the US Autism & Asperger Association's Weekly News.
Choosing a trustee is one of the most important and difficult issues in creating a special needs trust. Here are some suggestions.