Theft from SNT Highlights Value of Using a Professional Trustee
A New Jersey man has been charged with stealing $330,000 from the special needs trust (SNT) of a man living in a long-term care facility. ...
Read moreA New Jersey man has been charged with stealing $330,000 from the special needs trust (SNT) of a man living in a long-term care facility. ...
Read moreTrusts are important vehicles in special needs planning. What happens, though, when the primary beneficiary of a special needs trust dies and there are assets left in the trust? How are taxes calculated and paid?...
Read moreABLE accounts are a game-changer for families with special needs, but there has been confusion about how the accounts work. Here are answers to basic questions about what ABLE accounts can and can't accomplish for the special needs family.
Read moreThe same end-of-year bill that made major changes to retirement savings accounts also includes significant tax changes for people with assets in a special needs trust for a minor.
Read moreAs 2019 drew to a close, Congress passed a spending bill that includes significant changes to retirement savings accounts. For families with special needs members, these changes will have an impact on estate planning.
Read moreWhile crowdfunding through such outlets as GoFundMe or Kickstarter can be a quick and effective way of raising money for a person with specials needs, it could also have a negative impact on the beneficiary’s access to government benefits.
Read moreYou may be thinking about setting up a trust. Before you commit to a plan, make sure you understand the differences between the two basic types of trusts. ...
Read moreMany people are getting ready to make gifts to family members, but gifts of cash or certain types of gift cards can compromise the eligibility for government benefits of a family member with special needs.
Read moreAmong the many challenges for families is making sure there will always be enough money to provide lifetime care for special needs children. One solution is to fund a special needs trust with life insurance.
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