When should you start planning? We all have things we are going to get done tomorrow, next week or in the near future. As a parent or guardian, a document (Planning Workbook/LOI) that serves as a guide to individuals that may care for your child in the future simply can’t wait! Completing a [...]
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ABLE Account and a SNT Trust, How to maximize the Benefit! Individuals with disabilities and their families have many options to set aside funds without jeopardizing eligibility for means-tested government benefits. However, until recently in PA the most common option was to establish a Special Needs Trust. This option works for many, however [...]
Governor Wolf Vetoes Bill Seeking to Stop Closure of Polk Center Why should you care? First and foremost, it’s a social justice issue of discrimination against people with disabilities, including unnecessary segregation and isolation away from family members, friends and the community. Second, is the cost of maintaining this process while knowing that [...]
Not sure what Grantor or Settlor means? How about Inter vivos? I'm sure as you have investigated establishing a Special Needs Trust, you more than likely have discover terms that are unfamiliar. You want to create a trust for a loved one or help them create their own trust and that's where things get [...]
Why a Special Needs Trust? A Special Needs Trust (SNT), also known as a Supplemental Needs Trust, is a specific kind of trust that is tailored for an individual with disabilities. The reason there are SNTs has to do with regulations regarding Supplemental Security Income (SSI). SSI is a government program that assists people [...]