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» Special Needs Planning
How Do Special Needs Trusts Work — and What Changes Have Been Made?
December 14th, 2021
What is a STABLE Account for Disabled Beneficiaries?
January 31st, 2019
Third-Party Discretionary Trusts
August 23rd, 2017
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…
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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.
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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:…
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