In the all-important process of estate planning, trusts can serve a vast variety of purposes. Their versatility makes trusts a complicated topic, but all of...
Special Needs Trust
Sussan, Greenwald & Wesler >
Special Needs Trust
Sussan, Greenwald & Wesler >
Planning for Your Child with Special Needs: Why Special Needs Trusts are Important
Planning for Your Child with Special Needs: Why Special Needs Trusts are Important  Planning for their child's future is a top priority for any...
Special Needs Trusts for People with Disabilities
Special Needs Trusts for People with Disabilities What is a Special Needs Trust? A Special Needs Trust (SNT) is an estate planning tool that...
Using an Intentionally Defective Grantor Trust
Using an Intentionally Defective Grantor Trust What is an IDGT? An intentionally defective grantor trust (IDGT) is a tool used by...
New Year’s Resolution #1: Plan Now for the Future of My Special Needs Child
Whatever the age of your special needs child, from infant to adult, it’s critical not to put off planning for the future care and supervision of your loved...
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Latest Blog Posts
Maintaining a Special Needs Trust
In the all-important process of estate planning, trusts can serve a vast variety of purposes. Their versatility makes trusts a complicated topic, but all of them have a basic structure in common: Trusts empower a trustee to manage assets on behalf of a beneficiary. If...
April is the Cruelest Month: When the Promise of Spring Contrasts with Poor Student Performance
It’s that time of year. The end of the third marking period, also known as IEP season. Has the school staff said your child is doing fine and making good progress, but you don’t see it? You’ve trusted them, but now you have your doubts. Should you follow their...
Tax Proposals Affecting Wealth Transfer: Things to Consider in Your 2025 Estate Plan
The Trump Administration Has Proposed a Couple of Significant Shifts in the Estate Planning Landscape: A Potential Repeal of the Federal Estate Tax. The current estate tax exemption is $13.99 million per person and is scheduled to decrease to approximately $7 million...
Do I Need a Pet Trust?
Do you think of your pet as a family member? If the answer is yes, it’s imperative that you create not just a pet trust but a rock-solid pet trust that precisely covers every detail required to plan for the care of your pet when you are no longer able to. Simply put,...
What are the Five Components of Estate Planning?
A complete and up-to-date estate plan is something that every adult should have. The benefits of well-done estate planning are enormous - not only peace of mind, but also organization for your thoughts and decisions about your financial life. But too many people put...