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. ...
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.
Two estate planning attorneys have written a highly readable overview of the fundamentals every family needs to consider when planning for the future of a person with special needs.
Private retirement savings plans, like IRAs and 401(k)s, have become the main way for American families to save for retirement. But parents of children with special needs need to be vigilant when signing up for a retirement plan or company...
As with most things that sound too good to be true, so-called "Sole Benefit Trusts" can come with a big catch for the person with special needs.
When you are looking into setting up a special needs trust, there are a few important questions you need to ask, especially when it comes to picking a trustee.