Broker Check

Special Needs Newsletter

August 2022

Courtesy of
Belvedere Wealth Partners

Housing Considerations When Your Child With Special Needs Becomes an Adult

An important piece in special needs planning is determining where your loved one will live—and how to cover the cost.


Proposed Legislation Would Allow Families to Extend Impact of Special Needs Trusts to Charities

Newly introduced legislation may soon alleviate a challenge families sometimes face when planning for a loved one living with disabilities.


Representative Payee: Not a Job to Be Taken Lightly

When a person with special needs cannot make important financial decisions, the government sends his benefits directly to a third party, known as a representative payee. 


GLOBAL Publishes Family-Friendly Medical Guidelines for Adults With Down Syndrome

New family-friendly guidelines offer advice and important recommendations to a large (but largely under-the-radar) population: adults with Down syndrome.


This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.