Special Needs Planning

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 for the better. Learn how to take advantage of available programs and resources.

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.

An exception to the SECURE Act's otherwise stringent rules about distributions from inherited IRAs potentially changes longstanding advice about whether to leave retirement funds to a special needs trust.

A recent felony charge against the mother of a special needs child in Minnesota offers a good reason why professional oversight of a special needs trust may be a good idea.  ...

It's easy to throw your new special needs trust into a drawer and forget about it.  While having a plan in place is a great start, the trust and related documents do need to be maintained.

Retirement plans often make up a significant portion of assets.  Can a retirement plan be put into a special needs trust?  As with many legal questions, the answer is "it depends." ...