Can I Administer My Special Needs Trust Without a Lawyer?
What is the best book to buy to help with the administration of a special needs trust?...
What is the best book to buy to help with the administration of a special needs trust?...
Our son receives Supplemental Security Income (SSI) due to a heart condition. He is about to receive an inheritance and we would like to protect it with a special needs trust. What is the best type of trust for him?...
If you are administering a first-party special needs trust, pay attention to who is benefiting from items purchased by the trust or you could cause problems with the beneficiary's government benefits.
Payment of trustees usually takes one of two forms -- either a flat fee based on a percentage of the trust's assets or an hourly rate -- and the method of compensation usually depends on who is serving as trustee.
"Scoop Essentials: The Dollars And Cents Of Disability", an article published on the Disability Scoop Website features an interview with ASNP Co-Founder, Diedre D. Wachbrit.
In some cases, the donor of a special needs trust may want to provide an extra level of assistance to the trust's beneficiary by naming a trust adviser to assist the trustee with trust management. ...
"Elder Law: Setting up third party trusts for disabled", an article written by ASNP Charter Member William Edy. The article features commentary about Advisory Board Member David Lillesand's presentation at the 3rd Annual Meeting of the Academy of Special...
Academy of Special Needs Planners co-founder Diedre Wachbrit was quoted in a recent Wall Street Journal article on the various tools to ensure that a minor child can receive the benefits of an Individual Retirement Account (IRA).
One question that typically comes up when an attorney is drafting a special needs trust for a beneficiary whose disability may end at some point is whether the attorney can write a clause into the special needs trust stating that...
