Affordable, safe housing is one of the most crucial aspects of a person’s life, especially if that person has a disability. Parents and guardians must plan for this as early…

Question: Should a special needs trust (SNT) trustee be paid, and, if so, how much? Answer: It depends.  The demands on a trustee can vary widely, depending on the size and complexity…

Unique tax benefits are available to families who have children with special needs. And thanks to recent changes in the tax code, there are opportunities to save substantial amounts of…

The SECURE Act, passed at the end of 2019, changed a number of rules regarding inherited IRAs, making it more difficult for most beneficiaries to save on taxes by “stretching” distributions…

Retirement plans often make up a significant portion of the assets of parents of children with special needs, or of individuals who have become disabled as adults.  In such cases,…

The Social Security Administration (SSA) manages the two largest government benefit programs for people with special needs, Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI). Many of the…

By their very nature, special needs trusts (SNTs) are usually designed to terminate, or at least radically change, when the trust’s primary beneficiary dies. But terminating a special needs trust…

Not everyone will get the relief payment the federal government is sending to help Americans through the economic disruption triggered by the coronavirus pandemic. Among those left out are adults with…

Trusts are important vehicles in special needs planning. They not only set aside funds to pay for the care of the person with special needs while maintaining eligibility for programs…

Parents of a child with special needs know that they must plan for the child’s care and support way into the future. This is especially so if the individual is…

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