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Brotherly Love: How a Financial Advisor Protects the Financial Future of His Disabled Sibling
A Special Needs Trust requires more precision, more care, and more stewardship than any other piece of an estate plan.
A special needs trust provides financial support for a disabled person without affecting their eligibility for benefits like SSI or Medicaid. Families or caregivers can fund the trust with cash, ...
Trustee selection for a beneficiary with special needs presents unique challenges. The decision includes practical considerations: the proposed trustee’s geographic proximity to the beneficiary; ...
Can you explain how a special-needs trust works? We have an adult child on disability and have been told we can set up a special-needs trust for her. We have an individual retirement account that we ...
I am a disabled adult living with my parents. When they pass away would it be better for them to set up a special needs trust so that I can continue living in the home without it affecting my ...
One of Scott Adams’ clients recently finished building a 4,000-square-foot house that will serve as the family’s retirement home. The structure, however, is more than a typical home — it has ...
One of the major recent developments in special needs law has centered around the funding of pooled special needs trusts (SNTs) by individuals with disabilities after age 65. Since the Deficit ...
TAMPA, Fla. (WFLA) — Sen. Rick Scott has continued to call for action from the head of the Social Security Administration after $100 million went missing from a St. Pete trust fund meant to help ...
The Center for Special Needs Trust Administration was a nonprofit, and its operations were not closely scrutinized or audited by the government. designer491 / Getty Images It is a case that has rocked ...
Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...
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