Special Needs NewsletterJanuary 2023 Courtesy of |
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How Trustees of Special Needs Trusts Are CompensatedPayment of trustees usually takes one of two forms: either a flat fee based on a percentage of the trust's assets, or an hourly rate. |
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ABLE Account Age Adjustment a Bright Spot in Omnibus PassageThe Senate and House have cleared the passage of a year-end $1.7 trillion appropriations bill that will affect people with disabilities on several fronts. |
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Should My Loved One With Special Needs Use a True Link Card?A True Link card could save your family member from exploitation and predatory banking practices. |
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Sole Benefit Trust: Qualify for Medicaid and Aid a Loved OneA sole benefit trust is a helpful estate planning tool if your family has cross-generational support needs. If a senior with more than $2,000 in assets wants to apply for Medicaid - but also wants to provide for a disabled relative - a sole benefit trust may be a good choice. |
