Estate Planning

Does A Special Needs Trust Always Have to Pay the State When a Beneficiary Dies?

New Rule May Make It Harder for Trusts to Reimburse Family Members for Travel Expenses

One type of expense that a special needs trust has been able to cover is reimbursing family members for their costs when they travel to visit the trust beneficiary (the person with special needs). Due to a recent rule...

Care Committees Help Trustees Make Decisions When They Don't Know It All

If you don't know one trustee who knows all there is to know about caring for a person with special needs, you may want to consider setting up a care committee for your special needs trust.

Why a Special Needs Trust Can't Automatically Terminate When the Beneficiary Gets Better

One question that typically comes up when an attorney is drafting a special needs trust for a beneficiary whose disability may end at some point is whether the attorney can write a clause into the special needs trust stating that...