Budgeting for Trustee Success
The government prepares a budget. Businesses and families prepare budgets. A special needs trust should be no different.
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.
Academy of Special Needs Planners co-founder Harry S. Margolis was recently interviewed by Vanguard Investments about planning for people with special needs.
Parents of children with special needs must be concerned with ensuring that medical and financial decisions will continue to be made in the child's best interest once the child reaches age 18 -- the age of legal capacity.
In many cases, the trustee of a special needs trust should hire a professional investment adviser. Here are some guidelines for hiring one.
Parents of special needs children know their child will require lifetime care, that can be both complex and expensive. They know there is a good chance their special children may outlive them. Parents are often the only ones with...
