In some cases a parent or family member can handle the job of trustee of a special needs trust perfectly well, but in other cases the task can simply become overwhelming. Here are some warning signs that a professional trustee...
A recent case from New Jersey should make you think twice about waiting to finalize that estate plan that you have been meaning to get to.
Unless you are a CPA, you should never prepare an income tax return for a special needs trust. Instead, call your special needs planner to discuss what needs to be done.
In many cases, the best way to provide monetary assistance to your loved one during the holidays is through contributions to a special needs trust. As an added bonus, a strange glitch in the tax code may make 2010...
The government prepares a budget. Businesses and families prepare budgets. A special needs trust should be no different.
Last month we discussed some initial things that every trustee of a special needs trust should do upon learning that the primary beneficiary has passed away. Now, we'll explore additional steps to consider when closing out the trust.
When you add a special needs trust to a financial aid calculation, things can get complicated because the regulations governing federal financial aid don't do a very good job of distinguishing special needs trusts from other types of trusts.
A New York Times article on special needs planning for those over age 65 features Special Needs Answers, ASNP and one of its member attorneys . . .
We at the Academy of Special Needs Planners (ASNP) are pleased to announce that California special needs planning attorney Kevin Urbatsch has joined our Advisory Board.
