Special Needs Trusts

A True Link card could save your family member from exploitation and predatory banking practices.

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.

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

Special Needs 101

What happens if you come into money that pushes you over the income limit for SSI or Medicaid? The answer may be to consider a pooled trust.

Special Needs 101

If you have a child with special needs who requires an institutional level of care that can be provided in your home instead of in a hospital or other institution, the Katie Beckett Medicaid Waiver program may allow you to...

Special Needs 101

Funds held in a properly drafted special needs trust will not affect a SSI or Medicaid recipient's benefits. However, funds disbursed in a manner that violates SSI or Medicaid rules can impact these benefits.

Special Needs 101

Credit cards offer a way for the trustee of a special needs trust to avoid giving a beneficiary cash while at the same time not serving as the beneficiary's designated shopper.

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