You may not want to leave any of the money in your estate directly to a relative with special needs, but the fine print in your estate planning documents might cause a catastrophic distribution anyway.
After years of behind-the-scenes advocacy by a Florida couple, Congressman Ted Deutch (D-FL) recently introduced a bill that would provide a tax credit of up to $5,000 for people who incur legal expenses while pursing a guardianship of an adult...
Unique tax benefits are available to families with special needs individuals. Here's a partial rundown offered by a professor of accounting.
It can be very easy for untrustworthy people to steal from a trust designed to benefit a child with special needs, as a recent case from Rhode Island illustrates.
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...
Trial lawyers can be held liable for failing to inform their clients of the effect proceeds of a suit can have on their benefits, even years after the matter has ended. While litigators need not become experts in probate...
"Elder Law: Setting up third party trusts for disabled", an article written by ASNP Charter Member William Edy. The article features commentary about Advisory Board Member David Lillesand's presentation at the 3rd Annual Meeting of the Academy of Special...
How can the donor of a special needs trust make sure that the trustee will properly manage the trust when the donor is no longer around to keep an eye on the trustee, especially if the trust's beneficiary is not...
