Estate Planning
Everyone in the Pool
Pooled Trusts in the Special Needs Planning arena serve a critical need. Pooled Trusts...
Protect Distributions in Special Needs Trusts
Whether a First Party SNT, Supplemental Needs Trust or Pooled Trust, a basic goal...
Same Dates, Same Feast, Worlds Apart
Halloween is upon us once more. Our goodie bags prepared for the Trick or Treaters...
Identify Your Special Needs Trust
A Special Needs Trust, or SNT, is a type of trust established for the...
Choose Wisely Your Successor Trustee
I recommend that clients with grown children share information about their newly minted Estate Plans...
It Takes a Team – Special Needs Planning
Parents and care-givers for disabled persons in the Special Needs Planning area oft-times act with...
A Voice from Beyond
You carefully crafted your Estate Plan. You included quite specific directives and instructions to...
