Special Needs Planning Newsletter
October 2026
Courtesy of Belvedere Wealth Partners
How Screen Bans in Schools Affect Students With Disabilities
Several states have passed laws limiting screens in schools, with some taking effect this year. Some of these laws include exceptions for students with disabilities.
End-of-Life Care Planning for Individuals With Special Needs
Discussing end-of-life care with a loved one who has an intellectual or developmental disability is about honoring who they are, what matters to them, and how they want to live.
Could a Trump Account Cost Your Child SSI Benefits?
A recent report from the Center on Budget and Policy Priorities (CBPP) warns that Trump Account balances could push young adults with disabilities over the strict asset limit for SSI and Medicare, means-tested benefits at risk.
What You Can Do if You Receive a Medicaid HCBS Notice
Changes in federal enforcement policy have created uncertainty around Medicaid home- and community-based services (HCBS), but the Olmstead decision, the ADA, and Section 504 of the Rehabilitation Act remain in effect.
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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.