Special Needs Trusts

The November 10 edition of the Wall Street Journal quotes Academy of Special Needs Planners (ASNP) co-founder Diedre Wachbrit and gives readers the Academy's Web address.

In many cases, the trustee of a special needs trust should hire a professional investment adviser. Here are some guidelines for hiring one.

The New Hampshire Supreme Court has put off the question of whether a special needs trust beneficiary is eligible for Medicaid until the state can locate its apparently lost Medicaid plan from 1972.

Parents of children with special needs must be concerned with ensuring that medical and financial decisions will continue to be made in the child's best interest once the child reaches age 18 -- the age of legal capacity.

The Internal Revenue Service (IRS) recently ruled that when a person dies, his or her IRA may be transferred to a child's SNT free of estate or gift taxes, and that required minimum distributions from that IRA to the SNT...

A federal court has ruled that cutting off Medicaid home care benefits to a woman with special needs, thus forcing her into an institution, likely violates the Americans with Disabilities Act and the Rehabilitation Act. Fisher v. Maram (U.S. Dist.

An inheritance from parents who fund their child's special needs trust by will rather than by revocable living trust is in the public record. Predators are particularly attracted to vulnerable beneficiaries, such as the young and those with limited self-protective...