Estate Planning

It can be very easy for untrustworthy people to steal from a trust designed to benefit a child with special needs, as a recent case from Rhode Island illustrates.

Unique tax benefits are available to families with special needs individuals. Here's a partial rundown offered by a professor of accounting.

Administering the California Special Needs Trust is the closest thing to having a special needs planner on call, 24 hours a day, no matter what state you're in.

After years of behind-the-scenes advocacy by a Florida couple, Congressman Ted Deutch (D-FL) recently introduced a bill that would provide a tax credit of up to $5,000 for people who incur legal expenses while pursing a guardianship of an adult...

You may not want to leave any of the money in your estate directly to a relative with special needs, but the fine print in your estate planning documents might cause a catastrophic distribution anyway.

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.

Leaving a child with special needs out of your estate plan is almost always the wrong way to help the child.

Help is available for families of children with special needs whose private health insurance will no longer cover children once they reach a certain age. The new federal health insurance law requires many private insurers to allow children to remain...

A California mother recently went to great lengths to obtain an inheritance from her deceased son's special needs trust, but a court decided that her attempt went too far and awarded half of the trust to the woman's ex-husband, even...