Estate Planning

It is very important for everyone, but especially for parents of children with special needs, to establish an organized system for conveying information about their special needs plan to the people who will be carrying it out.  The best way...

You can typically only choose one or two guardians for your child with special needs but this doesn't mean that you can't get other friends and family members involved with your child's care.  ...

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...

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.

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? ...

A California mother recently went to great lengths to obtain an inheritance from her deceased son's special needs trust, but a court decided that her attempt went too far and awarded half of the trust to the woman's ex-husband, even...