Resources
Strengthening 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…
Key Differences: ABLE Accounts vs. Special Needs Trusts (SNT)
ABLE accounts and special needs trusts (SNTs) are both financial products that give a person with a disability the use…
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…
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…
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…
Debunking Special Needs Trust Myths
Debunking Special Needs Trust Myths Creating and funding a special needs trust is simultaneously a personal and emotional experience –…
What 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…
One Thing You Can Do Right Now
Volatility and disruption don’t change core priorities, but they do trigger a desire to act. Here’s a clear, lasting solution…
The $6 Trillion Special Needs Trust Opportunity for Wealth Advisors
The $105 trillion generational asset transfer and the needs of 23 million Americans with disabilities create a $6 trillion opportunity…
Spotlight on Estate Planning: Everything You Need to Know About Special Needs Trusts
This post discusses the importance of special needs trusts (SNTs) in disability estate planning, emphasizing their role in protecting assets…
Top Five Benefits of Establishing a Special Needs Trust in 2025
Special needs trusts offer essential benefits for families caring for loved ones with disabilities. They protect assets, ensuring eligibility for…
PODCAST The Financial Guardian: Establishing a Special Needs Trust
Episode 14 of the Be Your Money Hero Podcast features Lisa Cohen, CEO of Visible National Trust, discussing special needs…