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

What happens if you come into money that pushes you over the income limit for SSI or Medicaid? The answer may be to consider a pooled trust.

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

What is a special needs trust, and what is it used for?...

Special Needs 101

What is special needs planning, and what options can help people with disabilities?...

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.

The trustee of a special needs trust (SNT) has all of the duties of any trustee, plus specific added responsibilities due to the special needs of the beneficiary. All trustees are responsible for: Appropriate investment of trust property Bookkeeping and accounting of...