Choosing the right person to serve as trustee of a special needs trust is one of the most important and difficult issues in creating the trust. Trustees typically take care of important tasks like the following: • managing day-to-day operations of the trust, •...
All of us have holiday memories of family, friends, service to others, and many more memories of days gone by. I have plenty of memories of presents as a child, but also very special memories of delivering gifts to prisoners’ families in Atlanta that touched my...
In passing the Achieving a Better Life Experience (ABLE) Act in 2014, Congress created a new way for potentially millions of people with special needs to save for disability related expenses without jeopardizing their eligibility for federal public benefit programs....
How to Make Distributions to a Special Needs Trust Beneficiary Without Disrupting Their SSI 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. This is...
It’s common knowledge in the estate planning field that people like to avoid the probate process. Many people hold this general idea, but few know why or how they can avoid the mess of probate. In this blog post we’ll look at common reasons why probate...
