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Care Committees Can Assist Trustees of Special Needs Trusts

by Sara Yen | Special Needs

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...

Five Things You Need to Know About the Recently Enacted ABLE Act

by Sara Yen | 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...

Key Decisions in Setting Up a Special Needs Trust

by Sara Yen | Estate Planning

Simply defined, a trust is an agreement between two people — a grantor who donates funds to the trust and a trustee who manages those funds according to the grantor’s wishes, which are laid out in a trust document. The funds in the trust are typically used...

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Recent Posts

  • How to Avoid Sending Your Loved Ones Into Probate Court
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  • 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
  • Form Aims to Help Stop Financial Elder Abuse
  • 5 Reasons Why Uncle Bill May Not Make a Good Trustee
  • Joint Ownership of Real Property–Use Only With Supervision
  • Payable on Death (POD) Accounts—What Could Go Wrong?
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