The SECURE Act, passed at the end of 2019, changed a number of rules regarding inherited IRAs, making it more difficult for most...

Hiring a caregiver for someone with special needs can be a daunting task. Not only do you have to find a person with the experience,...

Parents or other family members establishing a special needs trust for their child often want to name a professional -- usually a bank,...

Here are some things to consider when making holiday gifts to family members who are on public benefits.

Funding a special needs trust with life insurance can be a means to provide money to a loved one with special needs.

For many parents, the majority of their savings is held in some kind of a retirement account, often an Individual Retirement Account...

A special needs trust is designed to provide a person with a disability the funds to enhance her quality of life while at the same time...

Most special needs trusts (SNTs) are set up to benefit one individual. But it’s possible to contribute to a trust where the funds of...

SSA recently issued new guidance regarding the use of prepaid debit cards like True Link with Special Needs Trusts. This marks the first tim

A frequent question I get as a special needs planner is “Can I pay for travel expenses out of a Special Needs Trust? What about companion ca

Special Needs Planners are excited about the new POMS that the Social Security Administration released regarding Special Needs Trusts. Learn

New guidance from Social Security Administration regarding Special Needs Trusts (SNTs) has issued. Take a look at the provisions.

Supplemental Security Income (SSI) is a federal program that helps people with disabilities and very low incomes pay for food, clothing...

The Social Security Administration’s Understanding Supplemental Security Income (SSI) website is a recently updated reference for...

The IRS has confirmed an increase to Section 2503, the federal gift tax exclusion. Section 529A(a)(2) of the Stephen Beck Jr. Achieving a Be

Simply defined, a trust is an agreement between two people -- a grantor who donates funds to the trust and a trustee who manages those...

At long last the Centers for Medicare & Medicaid Services (CMS) had provided guidance to states on how to treat “ABLE” accounts in...

You may have heard the terms "special" needs trust and "supplemental" needs trust and wondered what the difference is. T

The Special Needs Fairness Act has been signed into law as part of the 21st Century Cures Act. Competent disabled individuals can now establ

The Senate approved H.R. 34, the 21st Century Cures Act, which includes the Special Needs Trust Fairness Act, by a vote of 94 to 5. The...