Estate Planning

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.

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.

When you are looking into setting up a special needs trust, there are a few important questions you need to ask, especially when it comes to picking a trustee.

Five Massachusetts attorneys have written an uncomplicated, user-friendly guide for those charged with administering a special needs trust.

The government prepares a budget. Businesses and families prepare budgets. A special needs trust should be no different.

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. ...

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.

A recent case from California illustrates what can happen when good intentions go awry and you rely on a generic estate plan to distribute funds to a relative with special needs.