Estate Planning

In the first part of a two-part series, we explore initial steps for trustees to take when it comes time to terminate a special needs trust.

In some cases, the donor of a special needs trust may want to provide an extra level of assistance to the trust's beneficiary by naming a trust adviser to assist the trustee with trust management. ...

As with most things that sound too good to be true, so-called "Sole Benefit Trusts" can come with a big catch for the person with special needs.

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...

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.

Choosing a trustee is one of the most important and difficult issues in creating a special needs trust. Here are some suggestions.

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.

A recent case from New Jersey should make you think twice about waiting to finalize that estate plan that you have been meaning to get to.