Special Needs Planning

Is a Qualified Disability Trust Right For Your Estate Plan?

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

What Are the Ward's Rights in a Guardianship?

Guardianship can be an important part of special needs planning. Children with disabilities who can’t manage personal and financial affairs may need guardians as adults but still retain many fundamental rights.

Legislation Seeks to Extend Impact of SNTs 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.

Tax Deductions for Parents of Children With Disabilities

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.