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Special Needs

Choosing Trustees for Special Needs Trusts: 5 Considerations

Choosing the right person to serve as trustee of a special needs trust (SNT) is a key task when creating such a trust. It may also prove to be one of the most challenging.  Trustees are responsible for the following: This, in turn, helps ensure that the special needs trust’s beneficiary remain eligible for public benefits programs….

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ABLE Accounts in 2024: Save Up to $18,000 Annually

For nearly a decade, people with disabilities have had the option to accumulate savings in a special tax-free account – without risking their means-tested public benefits. In 2024, the annual limit on how much money one can deposit into these savings vehicles, known as ABLE accounts, will rise, allowing individuals to add up to $18,000…

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Lifetime Money Management for Children With Disabilities

Children with disabilities present a unique challenge for parents who are looking to engage in estate planning. For one, you will want to optimize your estate to use, enhance, and enrich assets for your child. At the same time, maintaining their enrollment in public benefits programs is no doubt going to be essential. To ensure…

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When Should You Consider Changing Your Special Needs Plan’s Key Players?

You have completed and executed your plan for your special needs child.  Everyone you’ve selected to serve—your guardian, your trustee, your health care proxy, your executor, and possibly a trust protector as well—has signed the paperwork.  All set? For now, yes.  But it’s a good idea to review these selections on a regular basis, because…

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Building an Estate Plan for Adult Children with Disabilities

Parents of adult children with disabilities know that their child’s disability needs may change over the course of their lifetime. Planning for the future well-being of an adult child with disabilities is therefore, a responsive, ongoing process. The life expectancy of many adults with disabilities has increased over time. For example, according to research, life…

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Three Types of Special Needs Trusts: Providing Future Support for Your Loved Ones with Special Needs

3 SNTs Can Provide Future Support for Your Loved Ones with Special Needs The first few months (or even years) after receiving a diagnosis of a physical and/or mental disability can be overwhelming and filled with many unexpected questions and challenges.  Your instincts are to provide whatever immediate needs your loved one requires at that…

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Three Types of Special Needs Trusts: Providing Future Support for Your Loved Ones with Special Needs

3 SNTs Can Provide Future Support for Your Loved Ones with Special Needs The first few months (or even years) after receiving a diagnosis of a physical and/or mental disability can be overwhelming and filled with many unexpected questions and challenges.  Your instincts are to provide whatever immediate needs your loved one requires at that…

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Our Intake Process, in 3 Simple Steps