Should I Disinherit a Child with Special Needs?
Leaving a child with special needs out of your estate plan is almost always the wrong way to help the child.
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.
Read moreUnfortunately, too many trustees of special needs trusts or those who oversee funds for people with special needs don't even know that they have a duty to account for the funds they manage, let alone perform that duty correctly.
Read moreA recent story on National Public Radio’s "All Things Considered" featured Academy of Special Needs Planners member attorney Theresa Varnet. ...
Read moreA California jury recently returned a $23 million verdict against a contractor who took advantage of a trustee of a special needs trust who suffered from depression and substance abuse. While the contractor's actions were egregious, the case also highlights...
Read moreDespite being the beneficiary of a multi-million dollar special needs trust, Mark Holman never saw a cent until a New York judge intervened. The case illustrates the difficulties those creating trusts face when choosing a trustee for a special needs...
Read moreRep. Glenn Thompson (R-Pa.) introduced the Special Needs Trust Fairness Act of 2013, a bill that would allow people with disabilities to create first-party special needs trusts to hold their assets without interfering with their access to Supplemental Security Income...
Read moreIn a recent New York case, an institutional trustee has been ordered to pay back a special needs trust almost $180,000 for its failure to make certain that the beneficiary qualified for available public benefits.
Read moreLocal Special Needs Planners in Your, City
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