5 Issues to Consider When Creating a Special Needs Trust
Here are some of the questions you will need to consider in guiding your attorney to create a special needs trust.
Here are some of the questions you will need to consider in guiding your attorney to create a special needs trust.
If your child has special needs, a standard estate plan -- will, trust, power of attorney, and health care proxy -- may not be adequate for your family. Here are three must-have documents...
Retirement accounts like 401(k)s and IRAs make up the majority of most people's savings. While these plans encourage saving by offering significant tax rewards, they were certainly not set up to help families with special needs.
What is special needs planning and how can special needs trusts help people with special needs?...
One of the most commonly asked questions about special needs trusts is what can the trusts pay for without affecting the beneficiary's public assistance?...
Third-party special needs trusts, as the name implies, are funded with assets that never belonged to the trust beneficiary, and they provide several advantages over the other two types of special needs trusts.
California attorney Michael Avenatti was recently charged with stealing from the settlements of clients, among them a paraplegic who was waiting for Avenatti to deposit his settlement funds into a special needs trust (SNT).
Members of the extended family and friends can also make gifts to a special needs trust once it has been set up.
My trustee claims that I insulted him in an email, which I did not. I believe he does not want to have to file income taxes on a special needs trust and used this as an excuse to bow out of...
