New Law Empowers the Disabled Under Age 65 to Create Their Own Special Needs Trust

Q.  I hear that President Obama just signed a new law that makes it easier for disabled persons to create their own Special Needs Trust. Do you know anything about this? A.  Yes. With strong bipartisan support, just last week President Obama signed a comprehensive piece of legislation called the 21st Century Cures Act, primarily… Read More »

Planning Your Affairs When Faced with a Chronic or Terminal Illness

We mention often on our blog that each family will have unique circumstances and unique estate planning needs—this is especially true of families in which one member has a chronic or terminal disease such as cancer, diabetes, or, as mentioned in this article in Forbes, multiple sclerosis. For most people, the documents in their estate… Read More »

Leaving a Gift or Bequest to a Special Needs Child

If you have a child with special needs, planning your estate takes on a whole new dimension; especially, as this article in Forbes points out, now that “state and local governments are tightening income restrictions for medical benefits and supportive services, which are typically paid for by Social Security and Medicaid. Those services are tough… Read More »