Estate Planning

Terminating a special needs trust is not as simple as merely writing a check to the remainder beneficiaries and calling it a day. There are several key considerations and requirements to keep in mind.

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.

Parents are often very familiar with the government benefits their child receives, but many don't think about the effect that their own estate plan can have on those benefits. ...

I live in one state but my son lives in a group home in neighboring state.  Where should I establish a special needs trust for his benefit?...

Can you prepare a will and special needs trust online without a lawyer?...

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.