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...
Trust
Sussan, Greenwald & Wesler >
Trust
Sussan, Greenwald & Wesler >
5 BY 5 POWER IN TRUST
5 BY 5 POWER IN TRUST What is a 5 by 5 Power in Trust? A 5 by 5 Power in Trust is a clause commonly used in trusts. By its inclusion, it allows a...
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...
My Loved One Has Passed and I’m the Executor of the Estate. What Do I Do Now?
My Loved One Has Passed and I’m the Executor of the Estate. What Do I Do Now? Are you concerned about how to stay organized while dealing with...
ARE YOU SECURE FOR ’24?
ARE YOU SECURE FOR ’24? WHAT IS THE SECURE ACT? The SECURE Act stands for Setting Every Community Up for Retirement Enhancement Act. Signed...
SLAT: Take Advantage of Tax Exemption Strategy
SLAT: Take Advantage of Tax Exemption Strategy What’s SLAT? SLAT stands for Spousal Lifetime Access Trust. It is an irrevocable trust that one spouse...
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...
ESTATE PLANNING: BE ALERT!
ESTATE PLANNING: BE ALERT! It’s been a long time since Bob Dylan sang, Oh the times, they are a changin’. One thing’s for sure, though: change is...
Planning for the Future of Your Child with a Disability
Planning for the Future of Your Child with a Disability Life can be complicated when caring for a child or family member with a disability. Imagine...
Charitable Remainder Trusts and Charitable Giving
Charitable Remainder Trusts and Charitable Giving What is a CRUT? CRUT is an acronym for Charitable Remainder Unitrust. A CRUT is a type of...
Contact us now
For a Private Consultation
Latest Blog Posts
What Is a Manifestation Determination Review — and What Happens If the School Gets It Wrong?
A Manifestation Determination Review (MDR) can feel overwhelming. It’s overwhelming because it can significantly impact your child’s education. Understanding what’s happening and knowing your rights gives you the confidence to move forward in the best direction....
Do I Have Enough Assets to Need an Estate Plan?
For some of us, the term “estate planning” conjures up images of vast green lawns and Elizabethan-style mansions. Indeed, the primary definition of “estate” is “an extensive area of land in the country, usually with a large house, owned by one person, family, or...
Signed, Sealed, and Overlooked: The Items People Forget
When was the last time you reviewed your estate planning documents? Life is busy and brings changes over time. If you haven’t recently reviewed your estate planning documents, pull them out and check them against this list. Read more about the Most Essential Estate...
Does My Special Needs Child Qualify for Extended School Year (ESY) Services?
Key Takeaways: ESY eligibility is based on your child’s individual educational need, not on a category or type of disability. The IEP team determines eligibility based on documented data, including how your child has handled past breaks from school. Having an...
The Future of Special Education is Here—and It’s Powered by AI
The percentage of teachers using AI to develop instructional strategies has rapidly risen from 25% in May 2025 to 69% as of January 2026. Schools are working to incorporate AI more into classrooms, moving AI from the technology of the future to the now. Although AI...