Special Needs Trusts

A bill that would allow retired military service members to name special needs trusts as beneficiaries of their Survivor Benefit Plans has been reintroduced in Congress.

If you are taking on the responsibility of serving as the trustee of a special needs trust you will need a "go-to" reference guide that you can refer to. For most trustees, the 2020 edition of Managing a Special Needs Trust:...

When a family has more than one child with special needs, the last thing it wants is more complexity. At the same time, most families with multiple children with special needs are stretched financially and desperately need to preserve access...

Because 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,...

I live in one state but my son lives in a group home in neighboring state.  Where should I establish a special needs trust for his benefit?...

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...

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...