Estate Planning

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...

In some cases a parent or family member can handle the job of trustee of a special needs trust perfectly well, but in other cases the task can simply become overwhelming or create family conflicts. ...

Parents and grandparents of people with special needs have a unique opportunity to make life much easier for their children or grandchildren by creating a first-party special needs trust while they are still living.

Does a special needs trust have to pay the state when a beneficiary dies?...

SSDI payments, like Social Security retirement benefits, can be taxed, depending on the SSDI beneficiary’s other income. Use this short primer explaining how the IRS taxes these benefits to avoid confusion.

Gift cards are popular gifts, but they can cause problems for recipients who receive Supplemental Security Income (SSI). Consider a few things when it comes to purchasing a gift card for a person with special needs who relies on this...

In the first part of a two-part series, we explore initial steps for trustees to take when it comes time to terminate a special needs trust.