Special Needs Planning

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." ...

Terminating 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.

A 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.

A 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.  ...

The 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?...

ABLE accounts are a game-changer for families with special needs, but there has been confusion about how they work. Here are answers to basic questions about what ABLE accounts can and can't accomplish.

A special needs trust is a legal document designed to help people with disabilities. It permits them to have funds that enhance their quality of life - without making them ineligible for public benefits.

ABLE accounts are a great new savings tool for individuals with disabilities, but not all people with disabilities are eligible to open these accounts. ...