Estate Planning

Unique tax benefits are available to families with special needs individuals. Here's a partial rundown offered by a professor of accounting.

It can be very easy for untrustworthy people to steal from a trust designed to benefit a child with special needs, as a recent case from Rhode Island illustrates.

If you or a loved one was recently diagnosed with a chronic condition, or if you have been living with a chronic disability for a while and have not gotten your estate plan in order, then you will want to...

Trial lawyers can be held liable for failing to inform their clients of the effect proceeds of a suit can have on their benefits, even years after the matter has ended. While litigators need not become experts in probate and...

"Elder Law: Setting up third party trusts for disabled", an article written by ASNP Charter Member William Edy. The article features commentary about Advisory Board Member David Lillesand's presentation at the 3rd Annual Meeting of the Academy of Special...

The trustee of a special needs trust recently faced a dilemma. Should the trustee allow trust funds to be spent on pay-per-view pornography that had been requested by the trust's beneficiary? Was this permitted? ...

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.

Parents of special needs children know their child will require lifetime care, that can be both complex and expensive. They know there is a good chance their special children may outlive them. Parents are often the only ones with...

"An Estate Plan Built For Special Needs", an article originally published in the Wall Street Journal on October 9, 2008. Reporter Rachel Emma Silverman interviews ASNP Co-Founder, Harry Margolis and ASNP Advisory Board member, Michael Gilfix.