The Voice Articles

0408, 2025

Understanding the Role of a Professional Special Needs Trust Trustee

2025-04-08T11:49:48-04:00April 8th, 2025|Loud & Clear|

0217, 2025

Naming a Special Needs Trust as Beneficiary of Your IRA or Retirement Plan

2025-04-22T15:38:03-04:00February 17th, 2025|THE VOICE|

1019, 2022

Special Needs Trusts and Trust Protectors

2024-12-11T14:14:24-05:00October 19th, 2022|THE VOICE|

0207, 2022

How to Assess What’s Important to Families with Individuals with Special Needs in a New City

2024-12-03T09:28:01-05:00February 7th, 2022|Loud & Clear|

0916, 2020

Special Needs Beneficiaries Can Be Explicitly Included in Estate Planning

2024-12-11T16:09:48-05:00September 16th, 2020|Estate Planning, First Party Special Needs Trusts, Government Benefits, Special Needs Planning, Special Needs Trusts, THE VOICE, Third Party Special Needs Trusts|

0225, 2020

Special Needs Estate Planning for Families with Special Needs: Top 10 Action Steps

2024-12-11T16:40:49-05:00February 25th, 2020|Estate Planning, Special Needs Trusts, THE VOICE|

0912, 2018

Considerations Selecting a Family Trustee

2024-12-04T10:15:55-05:00September 12th, 2018|Loud & Clear, Special Needs Trusts|

0724, 2018

When Should a Special Needs Trust Be Updated?

2024-12-04T10:37:51-05:00July 24th, 2018|ABLE Accounts, Loud & Clear, Special Needs Trusts|

0215, 2017

The “Special Needs Trust Fairness Act” is Finally Law: Individuals with Disabilities Can Now Establish Their Own Trusts

2024-12-12T10:29:48-05:00February 15th, 2017|Special Needs Trusts, THE VOICE|

0626, 2016

Special Needs Trusts and Federal Student Aid

2024-12-09T12:24:50-05:00June 26th, 2016|ABLE Accounts, Government Benefits, Loud & Clear, Special Needs Trusts|

0315, 2016

Strategies for Funding a Special Needs Trust

2024-12-09T12:35:46-05:00March 15th, 2016|Estate Planning, Loud & Clear, Special Needs Trusts|

0106, 2016

Trust Advisory Committees Can Guide Trustee Decisions

2024-12-09T12:44:09-05:00January 6th, 2016|Loud & Clear, Special Needs Trusts|

1211, 2014

Child Support for an Adult Child with Disabilities

2024-12-12T11:41:22-05:00December 11th, 2014|Caregiving, Special Needs Trusts, THE VOICE|

0709, 2013

Letter of Intent

2024-06-19T10:29:54-04:00July 9th, 2013|Estate Planning, Guardianship, Special Needs Planning, THE VOICE|

0129, 2013

Updating Your Special Needs Trust – Begin with a Self Review

2024-05-06T14:31:56-04:00January 29th, 2013|Estate Planning, Special Needs Trusts, THE VOICE|

0412, 2012

What Are You Waiting For?

2024-06-19T10:30:02-04:00April 12th, 2012|Special Needs Planning, Special Needs Trusts, THE VOICE|

0209, 2011

The Other Special Need: Planning for Those with Severe Mental Illness

2024-06-19T10:30:07-04:00February 9th, 2011|Estate Planning, Special Needs Planning, THE VOICE|

0630, 2009

Letter of Intent

2024-04-16T14:48:19-04:00June 30th, 2009|Estate Planning, Special Needs Planning, Special Needs Trusts, THE VOICE|

0107, 2009

Planning for Multiple Generations

2024-06-19T10:30:31-04:00January 7th, 2009|Special Needs Planning, THE VOICE|

0802, 2008

Planning Your Estate: When a “Simple Will” Won’t Suffice

2024-06-19T10:30:38-04:00August 2nd, 2008|Estate Planning, THE VOICE|

0103, 2008

Fixing a Flawed Special Needs Estate Plan

2024-06-19T10:30:43-04:00January 3rd, 2008|Adoption, Estate Planning, Government Benefits, THE VOICE|

1102, 2007

Veterans and Special Needs Trusts

2024-04-16T13:57:04-04:00November 2nd, 2007|Special Needs Trusts, THE VOICE, Veterans|

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