Special Needs Planning: How to Protect Your Child’s Disability Benefits
Disability benefits are hard to get and easy to lose. Last Week Tonight with John Oliver host John Oliver quipped during a 2024 segment on
Kellie CollierDecember 11, 2024
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Safeguarding Your ABLE Account to Prevent Medicaid Clawbacks
Among the many tools available to families of special needs children, an ABLE account (Achieving a Better Life Experience) is a tax-advantaged savings account intended
Kellie CollierSeptember 11, 2024
Penalty Changes to SSA’s In Kind Support and Maintenance Program
During an insightful presentation at the Special Needs Planning Symposium, Special Needs Planning Advocate and Attorney Kevin Urbatsch shared positive updates to regulations related to
Jared OngMarch 31, 2024
Find the Right Professional Fiduciary for an SNT
A professional fiduciary can add value to any well drafted special needs trust plan, but how do you go about finding and vetting the right fiduciary for your trust? Learn more here.
Nguyen VuMarch 24, 2022
How to Set Up a Special Needs Trust
Several components impact how to set up a special needs trust. We’ve pulled together 5 steps to get you started with establishing a special needs trust.
Nguyen VuFebruary 8, 2022
Harmonizing Your Special Needs Trust and ABLE Account
When special needs individuals are dependent on a combination of public benefits and financial support from family members or caregivers, their parents or guardians are often encouraged to open ABLE accounts or special needs trusts (SNTs).
Jeremy LauJuly 29, 2021
Financial Planning for Special Needs Individuals
When it comes to planning for the long-term care of special needs individuals, the process to set up and manage a trust or other care
Nguyen VuMay 10, 2021