Special Needs Trusts

An alternative to individual special needs trusts are "pooled trusts," which pool the resources of many beneficiaries. Becoming part of one may have advantages, depending on the situation.

What exactly are "special needs" in a special needs trust?...

A trustee plays a vital role in managing a beneficiary’s finances, protecting their interests, and maintaining their eligibility for benefits. Selecting the correct trustee is a crucial step in creating the trust.

April 15th is right around the corner, which means that it is time to file yet another personal income tax return. If you or a loved one with special needs think that you need to file a return, here are...

Private retirement savings plans, like IRAs and 401(k)s, have become the main way for American families to save for retirement. But parents of children with special needs need to be vigilant when signing up for a retirement plan or company...

As of March 1, 2010, the SSA will add an additional 38 conditions to the Compassionate Allowances list, greatly expanding the number of people who are eligible for fast-tracked disability benefits applications.

As with most things that sound too good to be true, so-called "Sole Benefit Trusts" can come with a big catch for the person with special needs.

Should parents of children with special needs wait to create a special needs trust until their child turns 18? Can they wait until they require government benefits like Medicaid or Supplemental Security Income (SSI)?  ...

When you are looking into setting up a special needs trust, there are a few important questions you need to ask, especially when it comes to picking a trustee.