Busy trustees deserve payment, but there are important guidelines to follow to determine how — and how much — to bill the trust.
The amount of money that Supplemental Security Income (SSI) recipients can have without losing benefits has been frozen at $2,000 since 1989. New legislation would increase that limit and make other changes.
An exception to the SECURE Act’s otherwise stringent rules about distributions from inherited IRAs potentially changes longstanding advice about leaving retirement funds to a special needs trust.
As the parent of a child with special needs, the primary estate planning documents consisting of a Will, Advance Medical Directives, Health Care Proxy, and
Clients who have children with special needs must deal with a unique set of planning issues. In addition to health, educational, and care planning issues,
It’s easy to throw your new special needs trust into a drawer and forget about it. While having a plan in place is a great start, the trust and related documents do need to be maintained.
Bill Would Allow All Military Retirees to Name Special Needs Trusts as Beneficiaries of Pension Plans (Survivor Benefit Plan)
A bipartisan bill fixes a flaw in earlier legislation and would finally allow any veteran to allocate pension payments to a trust for their survivors with special needs.