» Special Needs Planning

How Do Special Needs Trusts Work — and What Changes Have Been Made?

December 14th, 2021
Most people with disabilities or special needs qualify for government benefits such as Supplemental Security Income (SSI) and Medicaid. Indeed, many of them depend heavily on these benefits for their survival. Government benefits on their own are oft… Read More

What is a STABLE Account for Disabled Beneficiaries?

January 31st, 2019
If you have a loved one with a disability, you are aware of the unique financial issues that go along with planning for the well-being of someone with special needs. On one hand, many people with special needs or a disability are unable to become sel… Read More

Third-Party Discretionary Trusts

August 23rd, 2017
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… Read More

What Is a Special Needs Trust?

May 31st, 2016
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… Read More

Tips For Setting Up a Supplemental Needs Trust

January 5th, 2014
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. Read More
Tags: Estate Planning, Special Needs Planning, Trusts

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

February 1st, 2011
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 goals:… Read More