Special Needs Trusts Blog

Special Needs Trust — Who Does What, When, and How Special Needs Trust: Checklist of Who Does What, When, and How A step-by-step guide to what happens after the parents pass away Families often ask us: “When we pass away, what exactly happens next — and who does what?” This

First-Party Special Needs Trust — Reporting Requirements (State-Neutral) Special Needs Planning · State-Neutral Guide First-Party Special Needs TrustReporting Requirements A concise, state-neutral overview of trustee reporting and accounting for first-party (self-settled) Special Needs Trusts (SNTs). Use this as a compliance checklist and a training resource for trustees and families. Open

Special Needs Trust: Dos & Don’ts Quick Guide Special Needs Trust: Dos & Don’ts Plain‑English pointers to protect eligibility for SSI/Medicaid, make distributions correctly, and keep your plan compliant. ✅ Do These Best practices that keep your Special Needs Trust effective and compliant. ✔ Use the trust to supplement, not

Iron Legacy: A Bodybuilding Novel of Family, Legacy, and the Pursuit of Greatness by Tom Sannicandro A father prepares his son with Down syndrome for life without him—balancing love, discipline, and real-world planning. Iron Legacy blends heart and hard-won wisdom: trusts, supports, and the roadmap a dad leaves behind so

Reminder to please share with your contacts The Department of Developmental Services (DDS)Open Enrollment for the Autism Waiver will be held:October 17th- October 31st, 2025 Applications and information on the Autism Waiver are now available on the DDS/Autism division website.  Any enrollment forms submitted previously will be discarded. Families must apply again during