Special Needs Trusts

Most people with special needs, including those with very severe special needs, live in some type of community setting.  Here are some of the most popular housing options for adults with special needs.

Leaving a child with special needs out of your estate plan is almost always the wrong way to help the child.

Major changes to the “kiddie tax” could significantly increase the tax liability of assets placed in special needs trusts if the trust’s beneficiary is a minor and the income the trust earns is high enough.

A 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...

Here are seven questions to ask before accepting appointment as a trustee of a special needs trust.

A recent story on National Public Radio’s "All Things Considered" featured Academy of Special Needs Planners member attorney Theresa Varnet.   ...

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 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...

My 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...