Resources

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 […]

A Supplemental Security Income (SSI) recipient is eligible to receive a monthly cash benefit when the Social Security Administration (SSA) determines that, among other eligibility criteria, the recipient’s income and resources fall below certain limits. Generally, the SSA includes funds held in trust for the benefit […]

Taxation of trusts was the subject of two prior articles that were published in The Voice in 2012. The first article, A Short Primer on Trusts and Trust Taxation authored by SNA members Barb Hughes and Tara Pleat, focused on the taxation of trusts in general. […]

With CommunityAmerica Trust Services available through CommunityAmerica Financial Solutions, we can now offer corporate trustee services. While we have helped families understand their options when creating an estate plan and worked closely with attorneys to craft documents, we have been unable to provide trustee services. For […]

While we have handled basic insurance needs for clients for years, primarily limited to life insurance, we have expanded our access to brokerage services. We have enhanced our ability to address the following and more. Included are complete coverage reviews, analysis of current rates and terms […]

This issue of the Voice was written by Special Needs Alliance member Lisa Nachmias Davis, a partner in the New Haven, Connecticut law firm of Davis O’Sullivan & Priest, LLC. Ms. Davis helps clients with estate planning, setting up or administering special needs trusts, qualifying for […]

Broadridge Advisor Solutions, Guest Contributors What can you expect? Becoming parents requires that you and your spouse redefine your roles and responsibilities, and this is especially true if your child is born with special needs. You may have to make significant changes in your lifestyle and […]