New Benefits Rules Increase Income and Asset Scrutiny
New rules allow benefits agencies to inquire more often about assets and income. Responding quickly is essential.
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Resource Hub
Insist on Objectivity When Setting Up Special Needs Trusts
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
Integrated Special Needs Trust Solutions Move Intention to Impact
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
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Practice Management, Resource HubStrengthening Fiduciary Infrastructure: The Role of Special Needs Trusts in Modern Advisory Practices
First 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
Key Differences: ABLE Accounts and Special Needs Trusts (SNTs)
ABLE accounts and special needs trusts (SNTs) are both financial products that give a person with a disability the use of money that is either fully (for SNTs) or partially
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Resource Hub
Key Differences: Conservatorship vs. Special Needs Trust
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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Special Needs Trusts 101: Get Started Here
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
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Using Special Needs Trusts in Estate Planning
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.
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Resource Hub
Debunking Special Needs Trust Myths
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 HubWhat Does It Mean to “Have” a Special Needs Trust?
Often, 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.”
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Practice Management