Estate Planning
Choosing a Trustee for a Special Needs Trust
Choosing a trustee is one of the most important and difficult issues in creating a special needs trust. Here are some suggestions.
Read moreBOOK REVIEW: Special People, Special Planning
Two estate planning attorneys have written a highly readable overview of the fundamentals every family needs to consider when planning for the future of a person with special needs.
Read moreCan Others Contribute to My Child's Special Needs Trust?
How Can I Protect a Special Needs Trust from Those Who Prey on Vulnerable Beneficiaries?
It's Now Easier to Leave Your IRA to a Special Needs Trust
The Internal Revenue Service (IRS) recently ruled that when a person dies, his or her IRA may be transferred to a child's SNT free of estate or gift taxes, and that required minimum distributions from that IRA to the SNT...
Read moreMaking Decisions for a Child with Special Needs Who Becomes an Adult
Parents of children with special needs must be concerned with ensuring that medical and financial decisions will continue to be made in the child's best interest once the child reaches age 18 -- the age of legal capacity.
Read moreNew Hampshire SNT Case Hinges on Finding 35-Year-Old Medicaid Rules
The New Hampshire Supreme Court has put off the question of whether a special needs trust beneficiary is eligible for Medicaid until the state can locate its apparently lost Medicaid plan from 1972.
Read moreChoosing an Investment Adviser for a Special Needs Trust
In many cases, the trustee of a special needs trust should hire a professional investment adviser. Here are some guidelines for hiring one.
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