A special needs trust provides financial support for a disabled person without affecting their eligibility for benefits like SSI or Medicaid. Families or caregivers can fund the trust with cash, ...

Individuals living with disabilities that impact their day-to-day or long-term medical conditions often depend on external support. For example, they may rely on government assistance programs, like ...

The parenting role of caring for special needs children never really ends. Even after a parent's life ends, special needs children will still need financial resources that will enable them to continue ...

Secure your child's future with a special needs trust and strategic retirement planning. Learn how to navigate the ...

Suppose you have a client named Madeline Jones, who has a 25-year-old granddaughter, Sharon, who is disabled and gets government benefits. Madeline, whose net worth is now about $3 million, wants your ...

There is greater need for special needs financial planning, based on increasing life expectancy for some and rising diagnoses of autism, says Securian Financial Group. For example, life expectancy for ...

Trustee selection for a beneficiary with special needs presents unique challenges. The decision includes practical considerations: the proposed trustee’s geographic proximity to the beneficiary; ...

Meristem Trustees Limited, a subsidiary of Meristem Securities Limited and a leading provider of trustee and estate planning services in ...

The Center for Special Needs Trust Administration was a nonprofit, and its operations were not closely scrutinized or audited by the government. designer491 / Getty Images It is a case that has rocked ...

Meristem Trustees Limited, a subsidiary of Meristem Securities Limited, has launched its Special Needs Trust (SNT), a ...