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 »
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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,
Key Differences: ABLE Accounts vs. Special Needs Trusts (SNT) Read More »
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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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This post discusses the importance of special needs trusts (SNTs) in disability estate planning, emphasizing their role in protecting assets and maintaining eligibility for benefits for individuals with disabilities. With many Americans affected, SNTs offer tailored solutions, and the evolving landscape promises better support through individual and institutional models.
Spotlight on Estate Planning: Everything You Need to Know About Special Needs Trusts Read More »
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Episode 14 of the Be Your Money Hero Podcast features Lisa Cohen, CEO of Visible National Trust, discussing special needs estate planning. She offers valuable insights into special needs trusts, their significance, processes, and common misconceptions. This episode serves as an essential guide for families caring for loved ones with disabilities, ensuring financial security.
PODCAST The Financial Guardian: Establishing a Special Needs Trust Read More »
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