Blog Posts in Special Needs

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 ...

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 ...

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 ...

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 ...