OFFICE HOURS: Monday-Thursday • 10am to 5pm
Can you identify that one person who is an expert in disability law, housing, medicine, social work and knows all the members of your family and how they interact with each other? If you can, then they are the natural choice to serve as trustee of any Special Needs...
On December 19, 2014, President Obama signed the Achieving a Better Life Experience Act (ABLE Act) into law. The ABLE Act will allow certain individuals with disabilities to establish tax-free savings accounts that can be used to cover expenses not otherwise covered...
Parents of children with special needs must be concerned with ensuring that medical and financial decisions will continue to be made in the child’s best interest once the child reaches age 18 — the age of legal capacity. In most states, once a child...
You may have heard the terms “special” needs trust and “supplemental” needs trust and wondered what the difference is. The short answer is that there’s no difference. Here’s the long answer. When the field of special needs planning...
How to avoid sending your loved ones into probate court
Are you opting out of your financial future?
Even vampires need estate planning
Care committees can assist trustees of special needs trusts
The Facts About a Trust Protector
Protecting an Inheritance for Both Old and Young Beneficiaries
Tax Planning
Special Needs
Probate
General
Estate Planning
