Budgeting for Trustee Success

The government prepares a budget. Businesses and families prepare budgets. A special needs trust should be no different. Unfortunately, many trustees of special needs trusts (especially family members of trust beneficiaries) have little or no experience handling...

7 Tips for Helping Families with Special Needs

This week we examine the unique planning requirements of families with children, grandchildren or other family members (such as parents) with special needs. There are numerous misconceptions in this area that can result in costly mistakes when planning for special...