Estate Planning

A grandparent, aunt, or close friend of the family has written a generous check to your child with special needs or has named the child in a will or trust. Should you be pleased?...

A bill recently introduced in the U.S. House of Representatives would finally allow military retirees to name special needs trusts as beneficiaries of Survivor Benefit Plans, a change that could dramatically improve the lives of military children with disabilities.

"An Estate Plan Built For Special Needs", an article originally published in the Wall Street Journal on October 9, 2008. Reporter Rachel Emma Silverman interviews ASNP Co-Founder, Harry Margolis and ASNP Advisory Board member, Michael Gilfix.

An exception to the SECURE Act's otherwise stringent rules about distributions from inherited IRAs potentially changes longstanding advice about leaving retirement funds to a special needs trust. ...

After the donor of a special needs trust is no longer around to keep an eye on the trustee, a trust protector can ensure that a beneficiary is shielded from trustee mismanagement.

The trustee of a special needs trust recently faced the dilemma of whether to allow trust funds to be spent on pay-per-view pornography that had been requested by the trust's beneficiary. Was this permitted, the trustee wanted to know, and,...

"Elder Law: Setting up third party trusts for disabled", an article written by ASNP Charter Member William Edy. The article features commentary about Advisory Board Member David Lillesand's presentation at the 3rd Annual Meeting of the Academy of Special...

Trial lawyers can be held liable for failing to inform their clients of the effect proceeds of a suit can have on their benefits, even years after the matter has ended. While litigators need not become experts in probate and...

If you or a loved one was recently diagnosed with a chronic condition, or if you have been living with a chronic disability for a while and have not gotten your estate plan in order, then you will want to...