Estate Planning

Special needs trusts (SNTs) can play an important role in helping families plan for children with special needs. Here are some of the most compelling reasons to speak with your attorney about establishing an SNT.

Beneficiaries of a special needs trust can still qualify for federal housing assistance programs like Section 8, but careful planning is required to avoid having benefits reduced or eliminated.

Private retirement savings plans, like IRAs and 401(k)s, have become the main way for American families to save for retirement. But parents of children with special needs need to be vigilant when signing up for a retirement plan or company...

Most parents of children with special needs are well versed when it comes to their child's government benefits. What many parents don't often think about is the effect that their own estate plan can have on their child's benefits.

A recent New York case highlights the importance of planning in advance for a child with special needs, as well as of choosing the proper advocate for your child.

An overlooked portion of recent Medicare legislation promises Medicare recipients greater access to mental health benefits.

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...

If you have a special needs child and are worried about what will happen to that child when you die, this detailed book helps you secure the child's future.

Often, parents of children with special needs don't consider creating a special needs trust until their child turns 18 or sometimes even later, when the child requires government benefits like Medicaid or Supplemental Security Income (SSI). But special needs trusts...