Choosing an Investment Adviser for a Special Needs Trust
In many cases, the trustee of a special needs trust should hire a professional investment adviser. Here are some guidelines for hiring one.
In many cases, the trustee of a special needs trust should hire a professional investment adviser. Here are some guidelines for hiring one.
Special Needs Answers co-founder Vincent J. Russo was a featured speaker at a recent conference on special needs trusts hosted by the Stetson University College of Law.
The most challenging obstacle for many individuals with disabilities is to find a safe, clean, and affordable place to live. Currently, many individuals with disabilities rely on Supplemental Security Income (SSI), Section 8 housing vouchers, distributions from a...
For anyone who deals with the frustrations of working with the many bureaucracies intended to help the special needs community, there is now a unique Internet-based organization to help along the way.
The Internal Revenue Service (IRS) recently ruled that when a person dies, his or her IRA may be transferred to a child's SNT free of estate or gift taxes, and that required minimum distributions from that IRA to the SNT...
