Special Needs Trusts

The early withdrawal penalty has been very effective at forcing retirement plan owners to keep money in their retirement accounts, but if a retirement account owner becomes disabled, the IRS will waive the 10 percent early withdrawal penalty.

A California mother recently went to great lengths to obtain an inheritance from her deceased son's special needs trust, but a court decided that her attempt went too far and awarded half of the trust to the woman's ex-husband, even...

The Achieving a Better Life Experience (ABLE) Act gives some people with disabilities or their families the ability to establish tax-free savings accounts, but they may not be for everyone.  Here are some pros and cons of these new accounts...

A bill recently introduced in the U.S. House of Representatives would finally allow military retirees to name special needs trusts as beneficiaries of Survivor Benefit Plans, a change that could dramatically improve the lives of military children with disabilities.

Doctors recommend annual physicals, but did you know that your special needs plan should be reviewed with your attorney at least as often?...

Attorneys who focus on special needs planning have dedicated their practices to helping families with a wide variety of legal issues, and they must master a vast section of the legal canon in order to properly assist their clients. Here's...

You may not want to leave any of the money in your estate directly to a relative with special needs, but the fine print in your estate planning documents might cause a catastrophic distribution anyway.

After fighting for over forty years to make sure that Richard is taken care of, a Colorado woman now has to plan for his future in case something happens to her.

Administering the California Special Needs Trust is the closest thing to having a special needs planner on call, 24 hours a day, no matter what state you're in.