Topic
Special Needs Trust
191 published works
Elder Law Issues
In Which We Debunk Some Myths About Special Needs Trusts
We want to take a few minutes to debunk some common myths about special needs trusts. We tackled a similar project last year, debunking myths about wills and trusts. But…
Elder Law Issues
IRA Stretch for Special Needs Trusts
By Jordan Young
It is not uncommon for retirement accounts to be the largest asset in a client’s estate. Many clients know the distribution rules for their IRAs during their lifetime. They know…
Leaving A Loving Legacy
Special Needs Trusts vs. ABLE Accounts: Which One Is Right for Your Family?
Planning for a loved one with a disability means finding ways to provide financial support while protecting access to government benefits. The right approach allows them to maintain independence and…
To Your Better Future
Is a Special Needs Trust Necessary for My High-Functioning Child?
By Pooja Arora, Attorney
When parents think about estate planning for their high-functioning child with special needs, they often assume that a Special Needs Trust (SNT) isn’t necessary, especially if the child is not…
Wills, Trusts & Estates Prof Blog
Special needs trusts bring peace of mind to aging parents of children with disabilities
Linda Tung, 75, has been planning for her daughter Rachel’s future for decades. Rachel, 36, has cerebral palsy and relies on public benefits, which could be jeopardized if she were…
Wills, Trusts & Estates Prof Blog
Special needs trusts bring peace of mind to aging parents of children with disabilities
Linda Tung, 75, has been planning for her daughter Rachel’s future for decades. Rachel, 36, has cerebral palsy and relies on public benefits, which could be jeopardized if she were…
Elder Law Issues
Terminate the Trust – Is That a Good Idea for a SNT?
By Robert Kurtz
Sometimes things don’t work out the way you expect. Maybe you’re the trustee of a special needs trust, and you’re wondering: can I terminate the trust? Our answer: a clear…
Archer Estate & Trust Litigation Law
Abuse of Discretion Not Found in Calculation of Trustee’s Commissions for Part of a Year
In the Matter of the Davi H. Kato Special Needs Trust, Dated December 11, 2018, No. A-0414-22, 2024 WL 762247 (N.J. Super. Ct. App. Div. February 26, 2024) Fabio and…
Florida Special Needs Law
How to get SSA to waive the income overpayment when you do a SNT
When we do an SNT for a claimant on SSI and SSI-related Medicaid, the receipt of the personal injury award funds is countable unearned income in the month received. If we transfer…
Florida Special Needs Law
Supplemental vs. Special Needs Trusts: Any Difference?
Whether supplemental or special, these trusts serve the same purpose of helping meet the needs of individuals with disabilities while still permitting them to qualify for vital public benefits programs.…