Invite Others to Contribute to the Trust
Members of the extended family and friends can also make gifts to a special needs trust once it has been set up.
Read moreMembers of the extended family and friends can also make gifts to a special needs trust once it has been set up.
Read moreMy 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...
Read moreYes, but be aware that a co-trustee can be held responsible for another co-trustee’s breach of a fiduciary duty. Thus, it is important that all co-trustees pay close attention to everything that is done in the administration of the trust.
Read moreCan a special needs trust pay for the beneficiary's doctor-prescribed special diet?...
Read moreOn April 4, 2009 ASNP Charter Member, Mark Biernath, joined other guests, Heidi J. Moore and Kendra & David Goerke to talk about Financial Planning For Special Needs Children.
Read moreBecause access to Supplemental Security Income (SSI) depends on a beneficiary's income and resources, even small increases in income can cause a reduction or loss of SSI benefits. Unfortunately, when an SSI beneficiary's parent is ordered to pay child support,...
Read moreLeaving a child with special needs out of your estate plan is almost always the wrong way to help the child.
Read moreA new law just passed by Congress and signed by President Obama will allow people with disabilities who became disabled before they turned 26 to set aside up to $14,000 a year in tax-free savings accounts without affecting their eligibility...
Read moreHere are seven questions to ask before accepting appointment as a trustee of a special needs trust.
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