Estate Planning

Here are seven questions to ask before accepting appointment as a trustee of a special needs trust.

Out of all of the decisions that parents of children with special needs have to confront, the choice of a guardian stands out as one of the most difficult.  But parents don't have to dread this decision, especially if they...

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...

Rep. Glenn Thompson (R-Pa.) introduced the Special Needs Trust Fairness Act of 2013, a bill that would allow people with disabilities to create first-party special needs trusts to hold their assets without interfering with their access to Supplemental Security Income...

In a recent New York case, an institutional trustee has been ordered to pay back a special needs trust almost $180,000 for its failure to make certain that the beneficiary qualified for available public benefits.

A 29-year-old Virginia woman with Down syndrome is fighting her mother's attempt to obtain guardianship in a case that has drawn attention to the tenuous balance between laws that seek to protect people with special needs while affording them maximum...

If you are taking on the responsibility of serving as the trustee of a special needs trust you will need a "go-to" reference guide that you can refer to. For most trustees, the 2020 edition of Managing a Special Needs Trust:...

When your family has more than one child with special needs, do you need more than one special needs trust? Most families with multiple children with special needs are stretched financially. Is this affordable? ...

More states are choosing to expand Medicaid services for people with low-incomes and the Department of Health and Human Services has just released regulations to ensure that people with disabilities will receive the coverage they need from private health insurers.