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Resources

SNA lawyers understand that informed clients make the best planning decisions. Here is a list of financial services companies that share our philosophy, and which have made a significant commitment to the Special Needs Planning area.

 

If you are a representative of a financial services company that has made a similar investment in the Special Needs Planning area and would like to be included as a reference for our members and the families we represent, please contact the Special Needs Alliance at 1.877.572.8472 so that we may learn more about you.

Please visit other organizations representing useful resources available to those with special needs and their families.

Affiliations with National Disability Organizations

The Special Needs Alliance has forged affiliations with a number of national disability advocacy groups, in an effort to serve a greater number of individuals with disabilities.

For example, some SNA members have produced informative videos on a range of special needs planning issues, which are being used as educational tools for these organizations' members.

To view the videos and other presentations that the SNA has developed for one of our affiliated organizations, the National Alliance on Mental Illness (NAMI), click here.

SNA Literature

(click to download SNA .pdf brochures)

Handbook for Trustees

Taxation of Special Needs Trusts

What is a "Qualified Disability Trust" for Federal Income Tax Purposes?

Brief Guide to Special Needs Trusts

We Are the Special Needs Alliance

Avoiding Legal Malpractice by Using Special Needs Trusts

What Happens When I Turn 18?

Selecting the Trustee

Buying a Home for a Person with Disabilities

Estate Planning for Parents of Children with Disabilities

Striking a Balance With Structured Settlements

Special Needs Trusts for Litigation Proceeds

New from SNA

The SNA Capitol Connection

A report on public policy issues impacting individuals with special needs

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