Special Needs Trusts Blog

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

What Age Can You Open an ABLE Account? What Age Can You Open an ABLE Account? The Achieving a Better Life Experience (ABLE) account is a powerful tool for individuals with disabilities to save money without affecting their eligibility for government benefits like SSI and Medicaid. But at what age