Special Needs Trusts Blog

Understanding Third-Party Special Needs Trusts for Long-Term Financial Security Planning for a loved one with a disability involves more than immediate care needs, it requires a long-term financial strategy that protects eligibility for public benefits while still allowing families to provide meaningful support. A third party special needs trust is

Managing Settlement Funds with a Special Needs Trust When a loved one with disabilities receives a personal injury settlement, inheritance, or financial award, it can bring both relief and important planning decisions. While these funds can provide meaningful long-term support, they may also affect eligibility for Medicaid and Supplemental Security

Understanding the Role of a Will in Special Needs Planning Planning for the long-term care and financial stability of a loved one with disabilities is one of the most meaningful steps a family can take. While special needs trusts are often at the center of these plans, a will plays

Supported Decision-Making: A Smarter, More Flexible Alternative to Guardianship Planning for the future of an adult with a disability often involves balancing two equally important goals: protection and independence. While guardianship has traditionally been one of the most widely used legal tools, many families today are exploring more flexible, less

Can You Have Both an ABLE Account and a Special Needs Trust? Planning for the long-term financial security of a loved one with disabilities often brings up an important question: Do you have to choose between an ABLE account and a special needs trust, or can you use both? The