Do I Need a Special Needs Trust To Protect My SSDI Benefit?
I am currently receiving Social Security Disability Insurance (SSDI) and my mother, with the help of her attorney, has set up a special needs trust for me. Do I necessarily need a special [...]
Tax Deductions and Credits for People with Disabilities and Their Families
If you or your spouse have a disability, or if you care for a dependent with a disability, you may be able to qualify for one or more tax credits and deductions.
Can a Guardian be a Trustee?
Can the parent of a person with special needs, who is also that person's guardian, serve as the trustee of a special needs trust that [...]
Recent Case Spotlights Problem of Excluding People with Special Needs From Gifting Plans
Parents giving gifts to children will sometimes provide nothing to the child with special needs while giving substantial amounts to the child’s siblings. This planning strategy can lead [...]
Senate Passes Special Needs Trust Fairness Act; Focus Shifts to House
The Senate has unanimously approved the Special Needs Trust Fairness Act, a bill that would allow people with disabilities to create their own first-party special needs trusts without having [...]
