The guardianship of an adult, in which a judge appoints an individual to make choices for a person over 18, is appropriate when the adult lacks capacity. Capacity is a…
Serving as a trustee of a special needs trust can be a time-consuming and complicated job, which is why trustees are almost always entitled to compensation for their services. Payment…
A charitable lead annuity trust (CLAT) is an estate planning tool whereby a person (grantor) creates a trust that initially benefits a charitable organization, foundation, or other qualifying entity for…
“Decedent” is a legal term related to estate planning and one that refers to a person who has died with unsatisfied legal obligations. At the end of their life, a…
There are various benefits to creating a testamentary trust. This article discusses the benefits of adding one to your estate plan. What Is a Testamentary Trust? A testamentary trust allows…
Recent news stories may have made you aware of the “step-up in basis” and the current administration’s desire to eliminate or adjust it. If you are considering engaging in estate…
Are you eligible for a working individual program? Apart from special needs trusts, a special needs attorney can assist you with your special needs planning if you qualify for disability…
Special needs trusts can help many families. The U.S. Department of Health and Human Services (HHS) has recently started to focus on finding ways to support family caregivers by assisting…
Supplemental Security Income (SSI) is a monthly payment issued to disabled children and adults who have income and resources that are under an amount set by the Social Security Administration…
Yes, a person who receives disability benefits can own a car, but there are some considerations to make before a beneficiary makes the purchase or enters into a special needs…
