What are Special Needs Trust Violations?

by Vail Gardner | Jan 11, 2024January 12th, 2024 | Special Needs Planning

Special needs trusts safeguard eligibility for essential government benefits while protecting access to additional resources for their care and...

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Special Needs Trust Spending Rules in North Carolina

by Vail Gardner | Jan 4, 2024January 4th, 2024 | Special Needs Planning

Special needs trusts provide financial support for individuals with disabilities, enhancing quality of life while preserving eligibility for...

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Supplemental Needs Trust: Maximize Benefits for Special Needs

by Vail Gardner | Dec 21, 2023December 22nd, 2023 | Special Needs Planning

A supplemental needs trust is a vital planning tool for families with special needs members. They provide financial security and protect eligibility...

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What Can a Special Needs Trust Pay For?

by Vail Gardner | Oct 27, 2023October 27th, 2023 | Special Needs Planning

Navigating the financial landscape for a loved one with special needs can be complex. One of the most valuable tools at your disposal is a Special...

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Estate Planning for Special Needs Adults

by Vail Gardner | Apr 20, 2023April 20th, 2023 | Special Needs Planning

If you want to leave something for a loved one who is disabled or has special needs, it’s essential to plan. Leaving an inheritance outright...

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Special Needs Trust Protects Inheritance and SSI for Disabled Individuals

by Vail Gardner | Dec 7, 2022December 7th, 2022 | Special Needs Planning

How can you help a disabled loved one receive their inheritance and still meet the eligibility requirements for government benefits? A special needs...

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