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Category: Special Needs Planning

Special Needs Planning

What Public Benefits Are Available for Me and How do I Plan to Qualify for Them?

The government offers many programs that provide assistance to various types of individuals, including those struggling with issues of hunger, income, and housing.  There are two types of public benefits: means-tested and non-means tested programs.  In addition to other requirements, means-tested programs take into account the applicant’s income, resources, or both; non-means tested programs do

What is an ABLE Account?

The “Achieving a Better Life Experience Act of 2014” created ABLE accounts.  ABLE accounts are tax-advantaged savings accounts for individuals with disabilities and their families and which are based on college 529 Plans.  They allow an individual with disabilities to open one account that is not countable as a resource when determining the individual’s eligibility

What is a Pooled Special Needs Trust?

With special needs planning, the creation of a financial tool called a Special Needs Trust (or Supplemental Needs Trust) can help improve the quality of life and the overall well-being of an individual with special needs while keeping him eligible for public benefits. A Pooled Special Needs Trust is different from a Third-Party Funded Special Needs Trust (TPF-SNT),

Creating Your Own Self-Funded Special Needs Trust (SF-SNT)

Self-Funded Special Needs Trusts (SF-SNT) have become important planning tools for many individuals with disabilities who receive certain government benefits and later receive funds from a personal injury lawsuit, Social Security back payments, an inheritance, or otherwise, which exceed the allowable resource limit.  The law has been amended so individuals with disabilities can create their own

Common Mistakes When Creating a Special Needs Trust (SNT)

When creating a Special Needs Trust (SNT), whether it’s part of a family’s estate plan or for an individual to hold his own assets, it’s important that it’s written to include the necessary requirements for the particular trust you’re drafting. An experienced special needs planning attorney will help you draft a SNT properly to avoid common mistakes that drafters, especially
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