Special Needs Planning

Proposed Legislation Would Allow Families to Extend Impact of Special Needs Trusts to Charities

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

Should You Consider A Guardianship or Conservatorship for Your Loved One With Special Needs?

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.

Housing Considerations for Your Child With Special Needs

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

Support Your Child With Disabilities — and Still Qualify for Medicaid

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

Advice on Vice: Do Alcohol, Tobacco and Pornography Count as Special Needs?

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

The Perils and Pitfalls of Do-It-Yourself Special Needs Planning

The risks of designing your own special needs plan, without the guidance of a professional, far outweigh the potential rewards of cutting costs. Here’s what’s at stake.