Special Needs Trusts Archive

May 17,
2023

Special Needs Trusts and Supplemental Needs Trusts: Protecting Public Benefits and Providing for Individuals with Disabilities

Do you have a child, family member, or friend of someone with special needs? In this webinar, we discussed the differences between Special Needs Trusts and Supplemental Needs Trusts.

January 03,
2023

Special Needs Trusts and Their Taxation

If you have an individual with special needs in your life, it is paramount to understand how special needs trusts operate and how the government taxes them.

March 30,
2021

Planning for Special Needs Beneficiaries

Families with any children need to take special care when estate planning, particularly if the children are still in their minority and would need guardians after the parents died. Dying intestate has a number of consequences that robust estate planning can easily avoid. This is true for families with any number of children, and even those with none.

February 16,
2021

All About Special Needs Trusts

Often, persons starting on their estate planning journey have a keen eye on their beneficiaries: this is why living trusts are so popular, as living trusts often allow our clients to pass down big-ticket assets like property without the hassle of probate. However, if you happen to have a person with special needs in your life, the estate planning process becomes even more important.