by Sara Yen | Estate Planning
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...
by Sara Yen | Estate Planning, Special Needs
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...
by Sara Yen | Estate Planning
Not all disabilities are necessarily permanent. One question that typically comes up when an attorney is drafting a special needs trust for a beneficiary whose disability may end at some point is whether the attorney can write a clause into the special needs trust...
by Sara Yen | Estate Planning
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...
