Special Needs Planning

The Risks of Crowdfunding for People With Special Needs

While crowdfunding through social media and platforms such as GoFundMe can provide a financial lifeline for individuals with disabilities, it also carries risks, particularly regarding eligibility for means-tested government benefits such as Supplemental Security Income or Medicaid.

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What Is a Special Needs Trust?

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.

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Special Needs 101

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Special Needs Guides

Download one or more of our in-depth guides on special needs topics.

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View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts