What's the Difference Between a Settlor and a Grantor?
My special needs trust refers to someone called a settlor but my friend's trust has a grantor. Are these roles different?...
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.
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.
Once you begin to understand how the gift tax system really works, you may be pleasantly surprised to learn that most people can fund a special needs trust for a person with disabilities with a lot more than $14,000 a...
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...
Parents giving gifts to children will sometimes provide nothing to the child with special needs while giving substantial amounts to the child’s siblings. This planning strategy can lead to trouble, as a recent Wisconsin case highlights.
The financial planning steps a family takes when their child turns 18 establish the foundation for the child's support and well-being for the rest of the child’s life. Therefore, it is essential that parents take extra care when planning for...
At some point in their child's early adolescence, most families suddenly realize that the services and programs that they rely on to care for the child will soon disappear and be replaced by radically different benefits. One of the most...
Can you prepare a will and special needs trust online without a lawyer?...
