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Blog Posts in Special Needs

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  • The Able Accounts for Special Needs Individuals
    The Able Accounts for Special Needs Individuals

    Individuals who will be eligible for the CalABLE program have even more reason to look forward to its launch later this year following the passage of CA Senate Bill 218 last October. Signed in 2014 by ...

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  • Special Needs Trust Fairness, At Last
    Special Needs Trust Fairness, At Last

    December 13, 2016 marked the end of a 23 year-long period where mentally fit individuals where barred from establishing their own special needs trusts. The Special Needs Trust Fairness Act, part of ...

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  • A Special Needs Trust Can Now Be Designated as an Option Beneficiary
    A Special Needs Trust Can Now Be Designated as an Option Beneficiary

    Effective January 1, 2017, Defined Benefit Program members and Cash Balance Benefit Program participants may designate a special needs trust or supplemental needs trust, as an option or annuity ...

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  • What is a First Party Special Needs Trust?
    What is a First Party Special Needs Trust?

    A First Party Special Needs Trust [“SNT”] is established by a disabled person to hold their assets so that they do not lose government benefits. An SNT is used to hold an inheritance, childhood ...

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