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Special Needs Planning

How to Earn Additional Income Without Losing SSI Income

Posted on: June 15th, 2018
Although Supplemental Security Income (SSI) recipients are subject to rigid asset limits, the federal government has provided a few avenues for beneficiaries to earn income that supplements their SSI benefit....

The Top Five Responsibilities of a Trustee of a Special Needs Trust

Posted on: March 14th, 2018
These five responsibilities likely rank at the top of any trustee's list. How prepared is your trustee for these tasks?...

Are Parents the Best Trustee for a Special Needs Trust?

Posted on: January 30th, 2018
It is common for parents to want to serve as the trustee of their child's special needs trust, however every parent should understand the benefits and drawbacks of doing so....

How to Choose a Special Needs Trustee: 5 Considerations

Posted on: December 12th, 2017
What are the responsibilities of a special needs trust trustee? And what to keep in mind when choosing one....

What Expenses Can ABLE Accounts Pay For?

Posted on: November 16th, 2017
ABLE accounts may be used for more than many beneficiaries realize -- including housing expenses, bus fare, and financial management services....

5 Ways to Make Purchases for SNT Beneficiaries

Posted on: November 7th, 2017
When serving as the trustee of a special needs trust, it is crucial to be careful when making distributions or purchases for the benefit of the trust beneficiary. ...
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