Your special needs planning

Your Special Needs Planning

When do you need to do your special needs planning? Do you have a child who receives Supplemental Security Insurance (SSI) or Medicaid benefits? If so, you need to get working on your special needs planning. Is there someone in your family (a grandchild, a niece or nephew) receiving such benefits? You need to think…

Explaining third-party SNTs

Explaining Third Party SNTs

Third-party SNTs (special needs trusts) are complicated to understand. Part of the confusion arises from the similarity of names. Self-settled (or first-party) special needs trusts are very different animals, but the similarity of names adds to the problem. In this podcast episode, we try to demystify some of the issues around third-party SNTs. Join us…