Special Needs Trusts

When serving as the trustee of a special needs trust, it is crucial to be careful when making distributions for the benefit of the trust beneficiary.  This is particularly true if the beneficiary receives Supplemental Security Income (SSI). ...

It is often necessary to modify a home in one way or another to accommodate a person with special needs.  But if the individual is the beneficiary of a special needs trust (SNT) and trust funds might be used to...

The Special Needs Trust Fairness Act, federal legislation that will allow people with disabilities to create their own special needs trusts instead of having to rely on parents, grandparents, guardians or a court, has been enacted.

Yes, but be aware that a co-trustee can be held responsible for another co-trustee’s breach of a fiduciary duty. Thus, it is important that all co-trustees pay close attention to everything that is done in the administration of the trust.

We have a brother with special needs -- a documented intellectual disability -- who works full time and does not receive benefits. Our father just died and we have money coming, but he did not include our brother in his...

Can a special needs trust pay for the beneficiary's doctor-prescribed special diet?...

Is there an organization that evaluates pooled trusts and rates them like other charities?...

The Special Needs Trust Fairness Act, a bill that would allow people with disabilities to create their own first-party special needs trusts without having to rely on others, has passed the House of Representatives by a vote of 382 to...

Over the past several years, crowdfunding and personal fundraising have become popular ways to raise money for people in need.  Unfortunately, when crowdfunding sites are established for people with special needs who are receiving disability or medical benefits, even with...