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?...
An often overlooked aspect of a special needs trust (SNT) is how the trust is taxed. Tax savings can be substantial depending on how the trust is structured.
You may have heard the terms "special" needs trust and "supplemental" needs trust and wondered what the difference is. The short answer is that there's no difference. Here's the long answer.
A common fear among beneficiaries or their families is that the trustee may not do what’s in the beneficiary’s best interests and that, if this happens, the beneficiary may not be able to do anything about it.
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...
Trustees of special needs trusts have many important responsibilities, but these five likely rank at the top of any trustee's list.
