What You Can Expect From A Trustee Of A Special Needs Trust

The role of the trustee is laden with distinct and demanding duties. Even more, exacting and demanding than the typical role of the trustee is serving as the trustee of a special needs trust (“SNT”). Estate planners draft with increasing regularity SNTs for clients who may have a family member with a disability. Insurance agents […]

Pooled Special Needs Trusts

Persons with special needs sometimes are better served by pooling their assets into a pooled special needs trust than by having separate trusts. This pooled approach can make many financial and quality-of-life benefits possible for at-risk persons and their families. Unfortunately, many attorneys familiar with guardianships and special needs trusts are not familiar with this […]

Asset Planning for Parents Whose Children Have Challenges

All parents have a never-ending list of concerns for their children. When a child has a physical or mental challenge, the concerns are multiplied. My role, as an estate-planning attorney, is to help my clients figure out how to continue to protect their child should they themselves become incapacitated or pass away. I can offer […]

Achieving a Better Life Experience: The Pros & Cons of the Able Act

Rarely do we experience bold steps by our government to address the needs of persons with disabilities. Toward that goal, Congress passed the Achieving a Better Life Experience Act of 2014 to provide IRA style savings accounts for persons with disabilities. President Obama’s signature completes the process. What is great about this Act is the […]

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