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.
Read moreThe 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.
Read moreAn 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.
Read moreA 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. ...
Read moreIt'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.
Read moreRetirement 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." ...
Read moreTerminating 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.
Read moreA new online calculator guides parents through the estate planning process by assessing the cost of everything their child with special needs is likely to need for the duration of his or her life.
Read moreA New Jersey man has been charged with stealing $330,000 from the special needs trust (SNT) of a man living in a long-term care facility. ...
Read moreThe duty a trustee owes to a beneficiary is a fiduciary duty which is the highest duty the law creates for one person to another. What happens, though, if disputes arise?...
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