Special Needs Planning

A qualified disability trust (QDT) can minimize unnecessary tax consequences.

Even under a guardianship, wards retain many fundamental freedoms.

Newly introduced legislation may soon alleviate a challenge families sometimes face when planning for a loved one living with disabilities.

A special needs trust can allow individuals with special needs to preserve assets that will enhance their quality of life while allowing them to remain eligible for needs-based public benefits like Medicaid and SSI.

Special Needs 101

Many relatives or caretakers of loved ones living with a disability may at some point need to be able to exert more control over their family member's personal affairs.

An important piece in special needs planning is determining where your loved one will live—and how to cover the cost.

You can qualify for Medicaid long-term care coverage and still set money aside to support your loved ones with disabilities.

What’s a trustee to do when a beneficiary wants to spend special needs trust money on cigarettes, a drink, or a naughty movie?...

As a handy checklist from a professor and tax expert makes clear, tax benefits for parents of children with special needs have changed due to recent federal legislation.