Most Adults With Special Needs Require Estate Planning Documents
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.
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.
Here are some of the questions you will need to consider in guiding your attorney to create a special needs trust.
If your child has special needs, a standard estate plan -- will, trust, power of attorney, and health care proxy -- may not be adequate for your family. Here are three must-have documents...
Retirement accounts like 401(k)s and IRAs make up the majority of most people's savings. While these plans encourage saving by offering significant tax rewards, they were certainly not set up to help families with special needs.
What is special needs planning and how can special needs trusts help people with special needs?...
Trusts are important vehicles in special needs planning. What happens, though, when the primary beneficiary of a special needs trust dies and there are assets left in the trust? How are taxes calculated and paid?...
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.
If you are taking on the responsibility of serving as the trustee of a special needs trust you will need a "go-to" reference guide that you can refer to. For most trustees, the 2020 edition of Managing a Special Needs Trust:...
As 2019 drew to a close, Congress passed a spending bill that includes significant changes to retirement savings accounts. For families with special needs members, these changes will have an impact on estate planning.
