Estate Planning

An overlooked portion of recent Medicare legislation promises Medicare recipients greater access to mental health benefits.

A recent New York case highlights the importance of planning in advance for a child with special needs, as well as of choosing the proper advocate for your child.

Most parents of children with special needs are well versed when it comes to their child's government benefits. What many parents don't often think about is the effect that their own estate plan can have on their child's benefits.

Special needs trusts (SNTs) can play an important role in helping families plan for children with special needs. Here are some of the most compelling reasons to speak with your attorney about establishing an SNT.

Beneficiaries of a special needs trust can still qualify for federal housing assistance programs like Section 8, but careful planning is required to avoid having benefits reduced or eliminated.

The trustee of a special needs trust (SNT) has all of the duties of any trustee, plus specific added responsibilities due to the special needs of the beneficiary. All trustees are responsible for: Appropriate investment of trust property Bookkeeping and accounting of...

Parents of children with special needs often want to direct required distributions from IRAs following their deaths into a special needs trust (SNT) for the child. But if the trust is not set up properly, the income tax consequences...

This book offers a boilerplate special needs trust. Our reviewer finds many flaws and asks: Why would you want to scrimp on the one tool that will provide for your child'™s lifetime care?...