Estate Planning

Should I leave my estate to one of my healthy children and have them use the funds for my disabled child? I'm not sure what to do or if there is a better way to handle this situation if something happens to me.

How can a parent leave funds at death to a child with special needs? Should I set up a special needs trust or a supplemental needs trust? What are my options and how will they affect my child’s benefits? ...

One question that typically comes up when an attorney is drafting a special needs trust for a beneficiary whose disability may end at some point is whether the attorney can write a clause into the special needs trust stating that...

One type of expense that a special needs trust has been able to cover is reimbursing family members for their costs when they travel to visit the trust beneficiary (the person with special needs). Due to a recent rule change,...

A friend or relative should never sign anything for a person who lacks capacity unless he has authority to act on behalf of the incapacitated person.

When you add a special needs trust to a financial aid calculation, things can get complicated because the regulations governing federal financial aid don't do a very good job of distinguishing special needs trusts from other types of trusts.

Last month we discussed some initial things that every trustee of a special needs trust should do upon learning that the primary beneficiary has passed away. Now, we'll explore additional steps to consider when closing out the trust.

The government prepares a budget. Businesses and families prepare budgets. A special needs trust should be no different.

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 the...