“From Elder Law to Special Needs Planning, Disability Planning, and Estate Planning,
we are committed to protecting the interests of families needing long-term care, with disabilities and special needs.”
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Blog Posts
IRA Distributions to Special Needs Trusts: Minimizing Income Taxes
For many parents, the majority of their savings is held in some kind of a retirement account, often an Individual Retirement Account (IRA). At age 70 1/2, an IRA account holder faces the Required Beginning Date, when he or she must take mandatory distributions from...
A Simple Way to Organize your Special Needs Planning Documents
If you are like most people, you didn’t assemble your special needs plan all at once. You may have created a special needs trust in 2001, purchased life insurance to fund it in 2005, established a guardianship when your child turned 18 in 2008 and drafted a...
Housing Options for Adults with Special Needs
Fifty years ago, most people with even moderate special needs were institutionalized throughout their adult lives. Now, thanks in part to societal changes and decades of litigation, most people with special needs, including those with very severe special needs, live...
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