Special Needs Answers
Estate Planning
What Is a Pooled Trust, and How Can It Protect My Benefits?
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?...
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Special Needs 101
How Can I Use a First-Party Special Needs Trust?
Using a Credit Card When You Have a Special Needs Trust
Credit cards let a trustee of a special needs trust avoid giving cash to a beneficiary that can jeopardize benefits eligibility. The beneficiary can also make small purchases without being micromanaged.
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Guardianship Has Limits: Options to Protect Rights
Learn when full guardianship is necessary, when limited guardianship may fit better, and what alternatives (supported decision-making, power of attorney, health care proxy) can help protect a loved one while preserving rights.Elder Justice Initiative...
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Qualified Disability Trusts Can Offer Tax Savings
Some special needs trusts may be eligible for considerable tax savings. Here's how.
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Long-Term Care for a Special Needs Child: What to Ask
Irish actor Colin Farrell made recent headlines in connection with his 21-year-old son James, who has a genetic developmental disability called Angelman syndrome.
Read more10 Tips to Consider for Special Needs Planning
Careful planning for a loved one with special needs is critical in protecting their future. This article offers tips and a comprehensive approach to care and financial support without affecting government benefits.
Read moreEstate Planning for Parents of Children With Mental Illness
Planning for the future of a child with mental illness involves careful consideration of their unique needs and circumstances.
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