Despite being the beneficiary of a multi-million dollar special needs trust, Mark Holman never saw a cent until a New York judge intervened. The case illustrates the difficulties those creating trusts face when choosing a trustee for a special needs...
In a recent New York case, an institutional trustee has been ordered to pay back a special needs trust almost $180,000 for its failure to make certain that the beneficiary qualified for available public benefits.
Life insurance provides a unique opportunity for many families to guarantee the financial security of their loved ones with special needs without placing a significant financial strain on other family members.
Administrator-managed prepaid debit cards offer beneficiaries of special needs trusts greater independence, but up till now such cards existed in a regulatory gray area.
Guardianship hearings are typically little more than a formality for parents of children with special needs who cannot live independently once they reach age 18. But this was not the case for Texas parents Christy and Mark Zartler.
To help consumers navigate the process of opening newly available savings accounts for families of people with disabilities, the ABLE National Resource Center has launched an education and information campaign called #ABLEtoSave. ...
Through its “Build Your Future” online tool, The Arc helps adults with intellectual or developmental disabilities and their families plan ahead so they can live as independently as possible throughout their lives. ...
Four nationally known elder law attorneys will present a free webinar on the new legislative and legal landscape followiing the election of President Trump and identify planning and other steps those with special needs and the elderly can take to preserve quality of health...
Special needs planners often recommend life insurance as a funding mechanism for an SNT. Here's why, and what your main choices are.
