Articles

Articles by Special Needs Alliance Members

 

    • Taxation of Special Needs Trusts
      by Dennis Sandoval, CELA
      A two-part article that first appeared in the NAELA News, published by the National Academy of Elder law Attorneys.

 

 

  • Dealing with Special Needs Trusts and Retirement Benefits
    by Edward V. Wilcenski and Tara Anne Pleat
    In planning for individuals with disabilities, advisors will find themselves wrestling with the often irreconcilable rules of the tax and public benefit financing systems. Yet there may be some planning options that will allow the best of both worlds.