Topic
Special Needs Trust
191 published works
MHi Attorneys News
How Does a Special Needs Trust Work in a Will?
By Client-admin
If you have a child, sibling, or other dependent with a permanent physical or mental disability, one of the most important estate planning decisions you can make is how they…
The Law Center, S.C. Blog
Special Needs Trusts: Protecting Loved Ones for Life
Planning for a loved one with special needs can feel like trying to answer too many questions at once. Where will they live? Who will help make decisions? How will…
Elder Law Issues
SSI Rules Can Challenge Trustees
There’s a mountain of online and in-person discussion about the importance of SSI rules to trustees. The Social Security Administration maintains a “SSI Spotlight on Trusts” page that explains how…
Wills, Trusts & Estates Prof Blog
ABLE Accounts and Special Needs Trusts: What to Know
[Special thanks to Joel C. Dobris (Professor of Law, UC Davis School of Law) for bringing this article to my attention.] Helping someone financially without causing them to lose federal benefits…
Leaving A Loving Legacy
How to Leave Money for a Special Needs Child Without Jeopardizing Their Benefits
A well-meaning gift or inheritance can unintentionally disrupt a special needs child’s eligibility for government programs like Supplemental Security Income (SSI) or Medicaid. Fortunately, there are effective estate planning tools…
Litigation Blog | Litigation Section
Knowing the Intersection of Settlements and Public Benefits
As a new lawyer handling (what I assumed was) an easy settlement disbursement meeting on a small personal injury case, I vividly recall learning that the client was on Supplemental…
Alexis B. Levitt Blog
The Differences Between Four Types of Special Needs Trusts in Massachusetts
Special needs trusts are designed to provide funds to improve the quality of life for a disabled person while still protecting his or her eligibility for public benefits such as…
The Fiduciary Litigator
Court Affirmed An Order Removing A Trustee
In Richey v. Brouse, the settlor created a special needs trust for her son, who had a mental disability and a seizure disorder that required day-to-day care. No. 03-23-00544-CV, 2024…
Leaving A Loving Legacy
Special Needs Trusts in New York: 1st-Party vs. 3rd-Party SNTs
By Rochelle
Understanding Special Needs Trusts When planning for a child with a disability in New York, selecting the right type of Special Needs Trust (SNT) is crucial. The correct trust preserves…
Legal Profession Blog
Censure For “Vanished” Attorney
A censure has been imposed by the New Jersey Supreme Court for violations described by the Disciplinary Review BoardIn October 2022, Jere Hopkins-Doerr retained respondent to (1) provide her with…