Estate Planning

Rep. Glenn Thompson (R-Pa.) introduced the Special Needs Trust Fairness Act of 2013, a bill that would allow people with disabilities to create first-party special needs trusts to hold their assets without interfering with their access to Supplemental Security Income...

Despite being the beneficiary of a multi-million dollar special needs trust, Mark Holman never saw a cent until a New York judge intervened. The case illustrates the difficulties those creating trusts face when choosing a trustee for a special needs...

Funding a special needs trust with enough money to pay for the needs of a child with special needs can be a daunting task for many parents. One solution is to fund the trust with a form of life insurance.