Resources

One of the most significant decisions in your estate planning is who to name as trustee. The trustee’s level of knowledge, commitment, ability and skill will have an enormous impact on the intended purpose of your trust.  Despite the importance of this decision, it is often […]

Parents and grandparents often have a pretty good sense of when they may want to create a special needs trust (“SNT”) for their child or grandchild with atypical needs. They also understand, perhaps after discussion, when their family’s circumstances warrant a need for money management, or […]

Eight years after first being proposed, The Achieving a Better Life Experience (ABLE) Act finally was approved on December 19, 2014. Individuals and families with special needs now have a powerful new tax-free savings tool to help support individuals with disabilities. The act is designed to […]

Baby Boomers are turning 65 at the rate of 10,000 per day. Alzheimer’s disease affects 1 in 9 people over age 65. And it isn’t just aging. Stroke is the #5 killer in the USA and 49% of Americans have at least one risk factor for […]

With a lottery ticket, Geraldine Williams went from being an average working class woman to a multimillionaire. You’d think her problems were solved, but professors who study those whose fortunes change in a heartbeat say pitfalls could lie ahead. Therapist Stephen Goldbart, PhD, of Kentfield, California, […]

This article originally appeared on the Special Needs Answers website. To view the original article, click here. If a person with special needs receives a large personal injury award, paying for health insurance could become an unaffordable expense unless precautions are taken. Consider the case of […]

Whether individual family member or professional corporate trustee, the roles and responsibilities of a trustee are the same. Not everyone is aware of the extent, importance and liability of the job. Understanding the responsibilities are important in order to decide whether to take on the extensive […]

This series will review the myriad issues that arise as a result of the increased mobility of the beneficiaries of Special Needs Trusts (SNTs). Gone are the days when a person with a disability was born, lived, and died in the same household or community. The […]

Loving parents set up a special needs trust (SNT) for their child with disabilities and name themselves as trustees. They intend to fund it with assets upon their deaths and provide for the appointment of the husband’s sister as the successor trustee when both parents are […]

Baby Boomers are turning 65 at the rate of 10,000 per day. Alzheimer’s disease affects 1 in 9 people over age 65. And it isn’t just aging. Stroke is the #5 killer in the USA and 49% of Americans have at least one risk factor for […]