by Annette Hines | Jul 24, 2023 | Special Needs Trust
Before accepting the role of a trustee, it is important to have a thorough understanding of what you will need to do and for how long. Trustees are often appointed to manage trust assets for a child or adult with special needs. This responsibility could be for a...
by Annette Hines | May 22, 2023 | Special Needs Planning, Special Needs Trust
Parents with children who have special needs know they play a pivotal role in their child’s medical, social, emotional and mental health. They also face the challenges of figuring out government assistance programs like Medicaid and how these and other programs...
by Annette Hines | Apr 20, 2023 | Estate Planning, Special Needs Trust
If you plan to give away property or assets, or protect a loved one with special needs after you pass away, you’ll need to create a will, trust document, or other estate planning document, advises KHTS’s recent article entitled “Common Documents An Estate Planning...
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...
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...
by Annette Hines | Aug 9, 2022 | Estate Planning, Parenting, Special Needs Trust
Part of providing comprehensive estate planning for families includes being prepared to address the needs of family members with special needs. Some of the tools used are trusts, guardianship and tax planning, according to the article “How to Help Clients With Special...
