Estate Planning

Planning for the future of a child with mental illness involves careful consideration of their unique needs and circumstances.

The ever-increasing life expectancies of people with disabilities mean that comprehensive special needs planning requires short- and long-term planning.

A True Link card could save your family member from exploitation and predatory banking practices.

A qualified disability trust (QDT) can minimize unnecessary tax consequences.

With Alzheimer’s the leading cause of death among people with Down syndrome, this population deserves a lot more attention than it currently gets from the medical community and Alzheimer’s researchers, says expert Howard Gleckman.

An exception to the SECURE Act's otherwise stringent rules about distributions from inherited IRAs potentially changes longstanding advice about whether to leave retirement funds to a special needs trust.

Britney Spears’s struggle to regain control over her business and personal life shines a spotlight on legal guardianship and less restrictive alternatives.

A bipartisan bill fixes a flaw in earlier legislation and would finally allow any veteran to allocate pension payments to a trust for their survivors with special needs. ...

Terminating a special needs trust is not as simple as merely writing a check to the remainder beneficiaries and calling it a day. There are several key considerations and requirements to keep in mind.