http://www.youtube.com/watch?v=wyxN2Zozolw What is a special needs trust? Who is eligible for one? What are the different types of special needs trusts? Who can help you create one? In this guide, I will talk about the special needs trust (SNT) and [...]
A lot of clients asked me, “What can I use a special needs trust for? What distributions are OK? And which ones are prohibited?” In this post, we're going to be talking about special needs trust restrictions, including what you can [...]
How can you protect your child’s inheritance? One really powerful tool is using a dynasty trust. In this article, I’m going to explain all about dynasty trusts: Why they're not just for the super-wealthy anymore How they protect your children's inheritance [...]
How Do Special Needs Trusts Work? When set up correctly, a special needs trust provides financial support for your disabled child. They don't have to sacrifice much-needed benefits.
