Berkeley, California (CNN) — Over a decade before her husband’s death, Linda Tung was already concerned with estate planning. Their daughter, Rachel, was born with cerebral palsy, a neurological ...

This, in turn, helps ensure that the special needs trust's beneficiary remain eligible for public benefits programs. The law is not particularly strict about who may serve as trustee. The trustee must ...

Learn how qualified disability trusts offer tax exemptions for special needs planning. Discover eligibility criteria, benefits, and reporting requirements to save on taxes.

TAMPA, Fla. (WFLA) — The FBI has assigned another non-profit to take over the special needs trusts of more than 2,000 disabled people from across the country. The trusts had been managed at the St.

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 ...

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The Urbatsch Law Firm in Berkeley, which focuses on special needs estate planning, charges a flat fee that can range from $5,000 to $8,000 to set up a trust. Lawyers with expertise in SNTs caution ...