Special Needs Planning

What is a Qualified Disability Trust?

Jan 26, 2024

A qualified disability trust, or “QDisT” for short, is a type of irrevocable special needs trust...

What’s the Difference Between an Able Account and a Special Needs Trust?

Nov 15, 2019

If you have a child, grandchild, or other loved one with special needs, you may be concerned about ...

The Difference Between First- And Third-Person Special Needs Trusts

Dec 08, 2016

If you have a loved one with special needs, you have probably heard that a special needs trust is a...

Supreme Court Upholds Case Striking Down Pooled Trust Age Limit

Jan 18, 2013

The U.S. Supreme Court has refused to hear a case involving Pennsylvania’s pooled trust age limit....

Beneficiary Designations Can Cause Problems for Children With Special Needs

Mar 21, 2010

Private retirement savings plans, like IRAs and 401(k)s, have become the main way for American famil...

10 Reasons To Create An Estate Plan – Now!

Nov 16, 2009

Many people think that estate plans are for someone else, not them. They may rationalize that they a...

Website Shows Autism Videos as Guide for Parents

Apr 12, 2008

What’s so unusual about a baby fascinated with spinning a cup, or a toddler flapping his hands, or...

Five Planning Tips for Parents With Special Needs Children

Apr 10, 2008

Special Needs Planning involves the development of a plan to provide for the “special needs” of ...