Special Needs Trusts

Parents of a child with special needs know that they must plan for the child’s care and support, especially if the child is unlikely ever to be able to earn an income.  If divorce is looming, be sure to learn the answers to these key...

In a groundbreaking move that could have repercussions in certain other states, California is the first state to phase out the requirement that people impoverish themselves before becoming eligible for Medicaid. ...

ABLE accounts and special needs trusts can accomplish the same goals, but each has its advantages and limitations.  The best approach, depending on the beneficiary, may be to use them in tandem.

If you are considering serving as trustee of a special needs trust, know what is expected of you before taking on this crucial role.

The risks of designing your own special needs plan, without the guidance of a professional, far outweigh the potential rewards of cutting costs. Here’s what’s at stake.

An exception to the SECURE Act's otherwise stringent rules about distributions from inherited IRAs potentially changes longstanding advice about leaving retirement funds to a special needs trust. ...

A recent felony charge against the mother of a special needs child in Minnesota offers a good reason why professional oversight of a special needs trust may be a good idea.  ...

It's easy to throw your new special needs trust into a drawer and forget about it.  While having a plan in place is a great start, the trust and related documents do need to be maintained.

A bipartisan bill fixes a flaw in earlier legislation and would finally allow any veteran to allocate pension payments to a trust for their survivors with special needs. ...