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
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
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.
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.
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).
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
