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Factors to Consider when Picking Executor, Trustees and POAs

Factors to Consider when Picking Executor, Trustees and POAs

by Annette Hines | Feb 2, 2023 | Estate Planning, Special Needs Planning, Special Needs Trust

Having your estate planning documents created with an experienced special needs professional is important, as is naming the people who will be putting your plan into action. A key sticking point is often deciding who is the right person for the role, says an article...
How Trustees of Special Needs Trusts Are Compensated

How Trustees of Special Needs Trusts Are Compensated

by Annette Hines | Jan 18, 2023 | Estate Planning, Special Needs Planning, Special Needs Trust

Serving as a trustee of a special needs trust can be a time-consuming and complicated job, which is why trustees are almost always entitled to compensation for their services. Payment of trustees usually takes one of two forms: either a flat fee based on a percentage...
No Will? You’re Putting Your Kids at Risk

No Will? You’re Putting Your Kids at Risk

by Annette Hines | Nov 4, 2022 | Estate Planning, General Interest, Parenting, Special Needs Planning

Many people delay the conversation or thoughts of having to prepare a will. Confronting the possibility of one’s death is not easy. However, as the recent death of actor Anne Heche shows us, not having a will can place a significant burden on your children and cause...
Special Needs Awareness Month Free Webinar Series

Special Needs Awareness Month Free Webinar Series

by Annette Hines | Oct 12, 2022 | Announcements, Education, Elder Law, Estate Planning, Special Needs Planning

October is Special Needs Awareness Month! To celebrate, Annette Hines hosted four webinars on important topics related to Special Needs Law. Following those events, she also aired Parenting Impossible Podcast episodes on three of the topics listed below. Click on the...
Will Making a Gift Conflict with Medicaid?

Will Making a Gift Conflict with Medicaid?

by Annette Hines | Sep 15, 2022 | Elder Law, Special Needs Planning

People usually make gifts for three reasons—because they enjoy giving gifts, because they want to protect assets, or minimize tax liability. However, gifting in one’s elder years can have expensive and unintended consequences, as reported in the article “IRS standards...
Using ABLE Accounts & Special Needs Trusts Together

Using ABLE Accounts & Special Needs Trusts Together

by Special Needs Law Group | Dec 28, 2021 | Estate Planning, Parenting, Special Needs, Special Needs Planning, Special Needs Trust

If you have a child with disabilities, it is crucial to set money aside for the child’s future. At the same time, you need to consider your child’s access to public benefit programs such as Medicaid and Supplemental Security Income (SSI), as well as the state and...
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Recent Posts

  • Factors to Consider when Picking Executor, Trustees and POAs
  • How Trustees of Special Needs Trusts Are Compensated
  • Who Should I Name as a Co-Trustee?
  • Supported Decision-Making as an Alternative to Guardianship
  • No Will? You’re Putting Your Kids at Risk

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