Special Needs Trusts for People with Disabilities What is a Special Needs Trust? A Special Needs Trust (SNT) is an estate planning tool that...
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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 What is an IDGT? An intentionally defective grantor trust (IDGT) is a tool used by...
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...
5 BY 5 POWER IN TRUST What is a 5 by 5 Power in Trust? Â A 5 by 5 Power in Trust is a clause commonly used in trusts. By its inclusion, it allows a trust beneficiary to take certain withdrawals from the trust. How Does a 5 by 5 Power in Trust Work? The 5...
​ JULY IS DISABILITY PRIDE MONTH Question: Why do we celebrate Disability Pride Month in July? Answer: July marks the anniversary of the passage of the Americans with Disabilities Act of 1990 (ADA). It’s a great time to celebrate the spirit of the law that was...
Common Estate Planning Questions Death, taxes … and probate? Not necessarily. You can avoid probate by planning ahead to create non-probate assets. Non-probate assets are assets that can be transferred after death to the joint owner without probate. Why...
So You Think You Need an Expert: A Cautionary Tale Part III: Components of a Good Expert Evaluation This blog is the third in a series of guiding parents in getting a good expert evaluation to serve as the foundation of their child’s IEP or 504 Plan....
Common Estate Planning Questions What is Probate? Probate is the process through which an executor or administrator gathers the assets of a deceased person, pays their taxes and their debts, and finally transfers any remaining assets to the decedent’s...