Special Needs Trusts

A personal injury settlement can jeopardize Medicaid and Supplemental Security Income (SSI). Learn when to consider a first-party special needs trust, how structured settlements can be paid to a trust, and what to ask before you sign.

Special Needs 101

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

Special Needs 101

Filing taxes can be time-consuming and complicated, but there are some available resources, benefits, and tax credits that can help individuals with disabilities lower their tax liability and boost their savings.

Planning for the future of a child with mental illness involves careful consideration of their unique needs and circumstances.

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.