» Special Needs Planning

Piggy Bank Under Glass - Third-Party Discretionary Trust

Third-Party Discretionary Trusts

There are many types of trusts, and they can be used to serve a variety of purposes: avoiding probate, minimizing taxes, protecting assets from creditors, providing for loved ones, and more. Your goal in creating a trust, and your circumstances, dict…

What Is a Special Needs Trust?

If you want to leave money or property to a disabled child or loved one, you face several practical challenges. For instance, in passing along assets, you could jeopardize his or her Supplemental Security Income (SSI) and Medicaid benefits. For the m…

Tips For Setting Up a Supplemental Needs Trust

Working with a special needs lawyer is the best way to ensure you’re setting your loved one up to be cared for when you’re no longer able to do so yourself.

Establishing a Special Needs Trust for Dayton and Ohio Residents with Special Care Needs

A Special Needs Trust for a Dayton or Ohio resident with special care needs is an excellent way to ensure that person’s needs continue to be met for the rest of their life. A Special Needs Trust (SNT) is designed to accomplish two important goal…

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Testimonials

I have worked with Ted on seminars and also by sending him clients. The seminars we have done revolved around retirement planning and special needs trusts. We have always received a high rating from attendees in terms of content and presentation of m… Read More
– Bob Caperna, Insurance & Retirement Planning, New York Life Insurance Company, was with another company when working with Ted at Gudorf Law Group, LLC

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