Estate Planning

After the donor of a special needs trust is no longer around to keep an eye on the trustee, a trust protector can ensure that a beneficiary is shielded from trustee mismanagement.

You want to ensure that your child with special needs will remain financially secure even when you can’t be there to support them but determining how much a special needs trust (SNT) should hold is no small feat.   ...

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.

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.

What exactly are "special needs" in a special needs trust?...

Private retirement savings plans, like IRAs and 401(k)s, have become the main way for American families to save for retirement. But parents of children with special needs need to be vigilant when signing up for a retirement plan or company...

As with most things that sound too good to be true, so-called "Sole Benefit Trusts" can come with a big catch for the person with special needs.

Should parents of children with special needs wait to create a special needs trust until their child turns 18? Can they wait until they require government benefits like Medicaid or Supplemental Security Income (SSI)?  ...

When you are looking into setting up a special needs trust, there are a few important questions you need to ask, especially when it comes to picking a trustee.