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

Beneficiaries of programs like Supplemental Security Income (SSI) and Medicaid may be at risk of losing their benefits if they receive an inheritance or settlement money. What should you do in this situation?...

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 let a trustee of a special needs trust avoid giving cash to a beneficiary that can jeopardize benefits eligibility. The beneficiary can also make small purchases without being micromanaged.

Special Needs 101

For a variety of reasons, people with special needs are more likely to suffer physical, mental and financial abuse than are others. Here are some ways to prevent and recognize abuse.

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