January 25, 2018

Melanie Marmion gave a nationally-broadcast webcast presentation on “Naming a Special Needs Trust as the Beneficiary of a Retirement Plan” to members of the academy of special needs planners.   It is a 2-part series.  The next webcast will be on February 7, 2018.

May 22, 2017

It is common for a parent to want to be named as trustee of a special needs trust benefitting her child, especially when the parent is the one creating or funding the trust. There are many reasons why this makes sense. It positions the parent to have complete control over trust distributions. It is also very unlikely that anyone else can match the loyalty and dedication that comes from the strong filial bond between a parent and child. The parent is almost always the individual most familiar wit...

August 10, 2016

For a variety of reasons, people with special needs are more likely to suffer physical, mental and financial abuse than are others. Whether a physical disability prevents someone from protecting himself from bullying or a mental disability causes someone to be more trusting of people who would exploit her financially, the fact remains that people with special needs and their friends and families need to be more vigilant than most when it comes to recognizing and combating abuse.

The best way to...

August 9, 2016

If you are considering taking on the responsibility of serving as the trustee of a special needs trust, you will probably have questions about the trustee`s role. Trustees of special needs trusts have many important responsibilities, but these five likely rank at the top of any trustee`s list.

  1. Making Appropriate Distributions From the Trust

    Before a trustee makes a distribution from a special needs trust, she has to confirm that the distribution is actually author...

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