Estate Planning

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.

Parents are often very familiar with the government benefits their child receives, but many don't think about the effect that their own estate plan can have on those benefits. ...

We have a brother with special needs -- a documented intellectual disability -- who works full time and does not receive benefits. Our father just died and we have money coming, but he did not include our brother in his...

Trustees of special needs trusts have many important responsibilities, but these six likely rank at the top of any trustee's list.  ...

Can a special needs trust have more than one trustee at a time?...

My special needs trust refers to someone called a settlor but my friend's trust has a grantor.  Are these roles different?...

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.  ...

When an SSI beneficiary finds out that they will receive an inheritance, their first reaction may be to refuse it. But this refusal, also known as a "disclaimer," might worsen things for the beneficiary.