Estate Planning

An alternative to individual special needs trusts are "pooled trusts," which pool the resources of many beneficiaries. Becoming part of one may have advantages, depending on the situation.

Britney Spears’s struggle to regain control over her business and personal life shines a spotlight on legal guardianship and less restrictive alternatives.

Funding a special needs trust with enough money to pay for the needs of a child with special needs can be a daunting task for many parents. One solution is to fund the trust with a form of life insurance.

Four nationally known elder law attorneys will present a free webinar on the new legislative and legal landscape followiing the election of President Trump and identify planning and other steps those with special needs and the elderly can take to preserve quality of health...

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...

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...

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.

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...

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.