Should I Use a Special Needs Trust?

A special needs trust is a legal arrangement and fiduciary relationship that lets a physically or mentally disabled or chronically ill person get income without reducing their eligibility for the public assistance disability benefits provided by Social Security,...

Live Webinar: Getting Started with Estate Planning

Presented by Attorney Pablo TagreHarvard Law School, JD Estate Planning with Revocable Living Trusts helps lay the proper groundwork for your future, while protecting your family from potential hardship. Click below to attend one of our informational webinars to...

Special Needs Trustees – Parent and Legal Guardians

Most states do not prohibit a parent or legal guardian from serving as special needs trustees of a special needs trust for their child. However, some states require that such a trustee be bonded, meaning that the trustee must have an insurance policy that refunds...

How Do I Get Rid of a Special Needs Trust?

How Do I Get Rid of a Special Needs Trust?   Almost every state’s probate code includes a right to terminate a trust for a variety of reasons. Some reasons may be if the original intent behind setting up the trust no longer applies or if there has been a...