Special Needs Trusts

If a person with special needs receives a large personal injury award, paying for health insurance could become an unaffordable expense unless precautions are taken. A special needs trust could be the answer.

Special Needs 101

Some special needs trusts may be eligible for considerable tax savings. Here's how.

Special Needs 101

Every family has different needs and circumstances when assessing whether a special needs trust or ABLE account is the better option for their loved one with disabilities.

There are some misconceptions surrounding pooled trusts, which are valuable tools for those in need of long-term care when their income exceeds Medicaid's limits.

A structured settlement is ideally suited as partial or full funding for a first-party special needs trust with a disabled beneficiary. It also lowers administration costs since only trust assets are subject to fees.

A personal injury settlement can affect disability claims differently depending on the situation as well as where you live.

Children with disabilities present a unique challenge for parents engaging in estate planning. You'll want to optimize your estate to enhance and enrich assets for your child while maintaining their enrollment in public benefits.

A True Link card could save your family member from exploitation and predatory banking practices.

An important piece in special needs planning is determining where your loved one will live - and how to cover the cost.