Special Needs Trusts

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.

A bipartisan bill fixes a flaw in earlier legislation and would finally allow any veteran to allocate pension payments to a trust for their survivors with special needs. ...

Recipients with disabilities who rely on government benefits may want to consider putting some or all of the $1,400 relief money into an ABLE account.

Some special needs trusts may be eligible for considerable tax savings. Here's how.

Special Needs 101

Here are some of the questions you will need to consider in guiding your attorney to create a special needs trust.

Special Needs 101

Third-party special needs trusts, as the name implies, are funded with assets that never belonged to the trust beneficiary, and they provide several advantages over the other two types of special needs trusts.

Special Needs 101

Because beneficiaries of programs like Supplemental Security Income (SSI) and Medicaid must be quite poor to qualify, they can lose their benefits when they come into an inheritance, receive money in their own names from an accident settlement, or merely...

Special Needs 101

A special needs trust is set up for a person with special needs to supplement any benefits the person with special needs may receive from government programs. A properly drafted special needs trust will allow the beneficiary to receive government...

Special Needs 101

One of the most commonly asked questions about special needs trusts is what can the trusts pay for without affecting the beneficiary's public assistance?...

Special Needs 101