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Blog Posts in Special Needs

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  • How to Provide Financial Security For Your Loved One With Special Needs Through A Special Needs Trust
    How to Provide Financial Security For Your Loved One With Special Needs Through A Special Needs Trust

    If you’d like to make sure that your loved one with a disability or special need is financially supported when you’re gone, you should consider creating a special needs trust. This is because, ...

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  • Unique Planning Opportunity for Disabled or Chronically Ill Beneficiaries
    Unique Planning Opportunity for Disabled or Chronically Ill Beneficiaries

    There is great news for clients with certain family members or other beneficiaries – this year brought with it a huge change in the law that benefits beneficiaries who are disabled or chronically ill. ...

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  • What Happens When Your Disabled Child Turns 18 and What You Need to Do Beforehand
    What Happens When Your Disabled Child Turns 18 and What You Need to Do Beforehand

    When your child is under the age of 18, you, as their parent, can make most, if not all decisions, on their behalf. However, when your child turns 18, the law views them as an adult, and you no longer ...

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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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