How Life Insurance Can Be Used to Fund a Special Needs Trust
Special needs planners often recommend life insurance as a funding mechanism for an SNT. Here's why, and what your main choices are.
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 five 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?...
In case you haven't thought of checking in with your special needs planner in a while, here are five events that should trigger an immediate call to your attorney.
When an SSI beneficiary finds out that he is going to receive an inheritance, his first reaction may be to refuse to accept it. But this refusal, also known as a disclaimer, could make things even worse for the beneficiary.
Here are seven questions to ask before accepting appointment as a trustee of a special needs trust.
