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Explore our resources dedicated to securing the future for your loved ones with special needs. Our comprehensive archive dives deep into various topics related to special needs trusts, offering in-depth insights, guidance, and practical advice to help you navigate this crucial aspect of planning.
Whether you’re seeking information on trusts, legal considerations, government benefits, financial planning, or other related topics, our archive is your go-to destination. Dive into our collection of articles, guides, case studies, and expert interviews to gain valuable knowledge and empower yourself in making informed decisions for your family’s future.
Disability Planning Guide A practical guide to Special Needs Trusts, SSI rules, ABLE accounts, and long-term financial planning for families caring for individuals with disabilities. Planning for a loved one with disabilities can feel overwhelming. Families often worry about protecting government benefits while still providing financial support and long-term security.
SSI Asset Limits Explained SSI is a needs-based benefit program, which means eligibility depends in part on how much a person owns. Understanding resource limits is one of the most important parts of special needs planning. Families often hear that a person receiving Supplemental Security Income, or SSI, cannot have
The Role of a Trustee in a Special Needs Trust Planning for the future of a loved one with disabilities often raises important financial and legal questions. One of the most critical components of special needs trusts is the role of the trustee, the individual or institution responsible for managing
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Healthcare Directives: The Legal Foundation of Medical Decision-Making For many families, the legal transition of an individual with disabilities turning 18 raises important questions about medical decision-making authority and long-term planning. A healthcare directive, also known as a healthcare proxy provides a clear legal framework for appointing someone to make
Can a First-Party Special Needs Trust Own an LLC Without Affecting SSI? A practical, benefits-aware overview of structure, income, and in-kind support rules when a (d)(4)(A) trust holds a business interest. Executive Summary A properly drafted first-party Special Needs Trust under 42 U.S.C. § 1396p(d)(4)(A) may own an LLC. If
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