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.
This guide explains the most important concepts in clear, plain language so families can better understand their options.
Download the Guide
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What You Will Learn
- How Special Needs Trusts protect government benefits
- The difference between first-party and third-party trusts
- SSI asset and income rules
- How ABLE accounts work
- How inheritances affect disability benefits
- Housing and trust planning issues
- Estate planning considerations for parents
Who This Guide Is For
- Parents of children with disabilities
- Families planning inheritances
- Grandparents who want to help financially
- Caregivers navigating SSI and Medicaid
- Trustees managing Special Needs Trusts
Have Questions?
Ask Tom about Special Needs Trusts, SSI rules, inheritances, ABLE accounts, and disability planning strategies.
Ask Tom
Author: Tom Sannicandro, JD, PhD
Founder of SpecialNeedsTrustsOnline and Disability Resources for Families