Estate Planning

For an individual who can make some decisions on his or her own, a full guardianship may not be appropriate.

Special Needs 101

Here are some of the questions you will need to consider in guiding your attorney to create a special needs trust.

Special Needs 101

Beneficiaries of programs like Supplemental Security Income (SSI) and Medicaid may be at risk of losing their benefits if they receive an inheritance or settlement money. What should you do in this situation?...

Special Needs 101

In most cases, people with disabilities have the capacity to create their own estate planning documents, and in some cases it is crucial that they do so.

Special Needs 101

What is special needs planning, and what options can help people with disabilities? You can protect children or adults with disabilities and ensure they have everything they need to have a safe and happy life.

Special Needs 101

If a person with special needs receives a large personal injury award, paying for health insurance could become an unaffordable expense unless precautions are taken. A special needs trust could be the answer.

Special Needs 101

The PASS program allows SSI beneficiaries to use their non-SSI income to pay for job training or to start a business. If beneficiaries follow the complicated rules governing the program, the Social Security Administration will not count income used for...

Special Needs 101

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.

Parents of children with special needs often want to direct required distributions from IRAs following their deaths into a special needs trust (SNT) for the child. But if the trust is not set up properly, the income tax consequences can...