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). ...
Many newly “wealthy” clients ask what the value is of staying on Medicaid. Shouldn’t millions of dollars be sufficient to pay for health care? There are a number of reasons why Medicaid is the far better choice. ...
Four nationally known elder law attorneys will present a free webinar on the new legislative and legal landscape followiing the election of President Trump and identify planning and other steps those with special needs and the elderly can take to preserve quality of health...
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...
At a recent webinar, members of the Academy of Special Needs Planners (ASNP) discussed the possible impact on people with special needs of legislation crafted by House Republicans to replace Obamacare. ...
A trustee's level of involvement in the beneficiary's affairs can be confusing for beneficiaries and families, who may be under the impression that the trustee has the decision-making power in all aspects of a beneficiary’s life. ...
A parent serving as trustee can confront many daunting problems involving trust laws and public benefits regulations that affect the administration of a special needs trust. ...
ABLE accounts, the new tax-free savings accounts for people with disabilities, can be used in many creative ways to make a big difference to families with special needs children.
If you are the main person managing the care of the beneficiary of a special needs trust, have you planned yet for a time when you may no longer be able to perform this crucial role?...
