This, in turn, helps ensure that the special needs trust's beneficiary remain eligible for public benefits programs. The law is not particularly strict about who may serve as trustee. The trustee must ...

Berkeley, California (CNN) — Over a decade before her husband’s death, Linda Tung was already concerned with estate planning. Their daughter, Rachel, was born with cerebral palsy, a neurological ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Planning for long-term care or supporting a loved one with ...

Medicaid is one of the largest payer sources of long-term care in the state of Florida. It is a common myth that you have to be destitute to get Medicaid. While there are income and asset limits to ...

What’s so special about working with families caring for individuals with special needs? The question is personal for Melissa Weisz, a wealth advisor and associate partner at Corient Private Wealth in ...

TAMPA, Fla. (WFLA) — The FBI has assigned another non-profit to take over the special needs trusts of more than 2,000 disabled people from across the country. The trusts had been managed at the St.

The Urbatsch Law Firm in Berkeley, which focuses on special needs estate planning, charges a flat fee that can range from $5,000 to $8,000 to set up a trust. Lawyers with expertise in SNTs caution ...

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