The Estate of The Union Season 4|Episode 9 is out now!
The Estate of The Union Season 4|Episode 9 is out now! Special Needs Planning is often one of the most misunderstood and complicated topics in
January 12, 2026
Prepare For When Your Special Needs Child Turns 18
Turning 18 is a major milestone – especially for children with disabilities – because it triggers critical changes in legal rights and parental responsibilities.
July 16, 2025
Including Siblings in Estate Planning for a Child with Special Needs
Siblings often play a long-term role in the care of a family member with special needs—early inclusion in estate planning builds confidence, clarity and family unity.
May 22, 2025
Special Needs Trusts Often Need a Professional Trustee
Managing a special needs trust requires more than good intentions—legal compliance, financial knowledge and long-term commitment often make a professional trustee the right choice.
May 15, 2025
Many Services a Special Needs Trust can Fund
A special needs trust protects assets, while preserving eligibility for government benefits. However, spending must comply with legal guidelines to avoid jeopardizing support.
February 17, 2025
Planning for Retirement with a Special Needs Child
Planning for retirement when you have a child with special needs is difficult. However, you can overcome this challenge with thorough, strategic estate planning.
July 8, 2024
Understanding the differences between ABLE Account and Special Needs Trust
Special needs planning can make a world of difference for disabled loved ones. Leverage ABLE accounts and Special Needs Trusts to care for them, even when you’re gone.
June 3, 2024
Appointing a Trust Protector is a Critical Decision
Serving as the trustee of a special needs trust (SNT) can be particularly challenging because it often requires long-term financial management of the trust, while maintaining a good relationship with the beneficiary. Furthermore, because trustees wield great financial power over the trust assets, oversight of their investment and distribution decisions is helpful…
January 16, 2024
Carefully Consider naming Contingent Beneficiaries
When planning your estate rarely will you experience difficulty naming your initial beneficiary or beneficiaries for your will, IRA’s or life insurance.
September 18, 2023
SNT can be a Vital Tool for Families
If you have a family member with special needs, you might face emotional and physical issues. However, you also may be concerned about maximizing the financial support that your loved one requires.
July 5, 2023