Estate Planning

If I create a special needs trust, will I remain eligible for Medicaid and SSI?...

What investments should I consider to help fund a special needs trust for my child's support? I want to make sure the funds in the trust will last as long as possible. What are the best options and why?...

Will a special needs trust (or supplemental needs trust) allow my loved one with disabilities to receive gifts or other money without losing their eligibility for their government benefits? My family wants to help.

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.

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.