Establishing a special needs trust is a big step; families deserve a solution with nothing to untangle. Families deserve independent, objective referrals to trust providers that include information about the […]
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Special Needs Trusts
First Published in Financial Advisor IQ Think Tank May 26, 2026 The business of trusts – particularly special needs trusts – is in a period of structural change. Emerging tools
Integrated Special Needs Trust Solutions Move Intention to Impact Read More »
Practice Management, Resource HubFirst Published in Financial Advisor IQ Think Tank January 6, 2026 Special needs trusts are a hidden gem for modern advisory practices focused on retaining next-gen clients and developing new
ABLE accounts and special needs trusts (SNTs) are both financial products that give a person with a disability the use of money that is not counted toward benefit program (SSI,
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Conservatorship and special needs trusts are both tools to support an adult with disabilities, but they operate very differently and are appropriate in different circumstances. Conservatorship is a court proceeding
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What is a special needs trust? A special needs trust (sometimes called a supplemental needs trust) is a legal arrangement that holds money or property to provide long-term financial security
Special Needs Trusts 101: Get Started Here Read More »
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Setting up a special needs trust is easier than you might think. For a family with three children, including one with special needs, parents can create a fair estate plan using a special needs trust for the disabled child and wealth transfer trusts for the others, optimizing asset allocation and reducing caregiving burdens.
Using Special Needs Trusts in Estate Planning Read More »
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Debunking Special Needs Trust Myths Creating and funding a special needs trust is simultaneously a personal and emotional experience – and too often a search for the truth about special
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Resource HubOften, we hear that a family “has” a special needs trust. As an advisor, you may hear that too and think your client is all set. Your client might think they’re all set, too. Before accepting this at face value, take a minute to “trust, and verify.”
What Does It Mean to “Have” a Special Needs Trust? Read More »
Practice ManagementVolatility and disruption don’t change core priorities, but they do trigger a desire to act. Here’s a clear, lasting solution you can implement for your clients right now.
One Thing You Can Do Right Now Read More »
Special Needs Trusts