Special Needs Planning Newsletter
September 2026
Courtesy of Belvedere Wealth Partners
DOJ Will No Longer Enforce Key Disability Rights Guidance
The United States Department of Justice (DOJ) has published a notice stating that long-standing federal guidance on disability rights is not enforceable.
New Tools for Social Security Disability Benefits
The Social Security Administration (SSA) website has announced new online tools for people with pending disability claims, appeals, or recently decided cases.
Can I Put a Retirement Plan in a Special Needs Trust?
Retirement plans often make up a significant portion of assets. Can a retirement plan be put into, or left to, a Special Needs Trust? As with many legal questions, the answer is "it depends."
Are New Disability Accommodation Rules for Airlines Coming?
For travelers who rely on wheelchairs or scooters, air travel has too often involved damaged equipment, and a loss of independence. New federal requirements aim to address these problems, but important parts of the rules remain unsettled.
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The opinions voiced in these articles are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies may be suitable for you, consult the appropriate qualified professional prior to making a decision. 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.