Is Your Special Needs Plan Due for a Tune-Up?
Doctors recommend annual physicals, but did you know that your special needs plan should be reviewed with your attorney at least as often?...
Doctors recommend annual physicals, but did you know that your special needs plan should be reviewed with your attorney at least as often?...
Can you prepare a will and special needs trust online without a lawyer?...
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.
President Obama recently signed the American Recovery and Reinvestment Act of 2009, better known as the second economic stimulus plan, into law. Here is a summary of some of the key provisions designed to help people with special needs.
"Elder Law: Setting up third party trusts for disabled", an article written by ASNP Charter Member William Edy. The article features commentary about Advisory Board Member David Lillesand's presentation at the 3rd Annual Meeting of the Academy of Special...
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 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.
The Special Needs Trust Fairness Act, federal legislation that would allow people with disabilities to create their own special needs trusts instead of having to rely on others, has cleared a key Senate hurdle.
Can a special needs trust pay for utilities?...
