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Do Beneficiaries of Special Needs Trusts Have Rights?

Posted by Susan Katzen | Jun 03, 2021 | 0 Comments

A special needs trust is set up to provide money for the care and support of the beneficiary with special needs. A trustee is then named or appointed to manage the trust's assets and act in the best interests of the beneficiary. The duty a trustee owes to a beneficiary is a fiduciary duty which i...

IRS Issues Final Regulations for ABLE Accounts

Posted by Susan Katzen | Nov 25, 2020 | 0 Comments

The Internal Revenue Service (IRS) has released final regulations covering tax-free savings accounts that allow people with disabilities and their families to save and pay for disability-related expenses without jeopardizing eligibility for Medicaid, Supplemental Security Income (SSI) and other ...

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