Special Needs Planning
North Carolina Special Needs Planning Update: Pending Autism Bill
Individuals in North Carolina with estate plans that include special needs planning might need to revise them soon. North Carolina Senate Bill 676,…
4 Tax Considerations for Parents of Special Needs Children
Parents of special needs children have a few ways to minimize taxes. Special needs children may require the expenditure of significant…
3 Common Mistakes in Special Needs Trusts
As part of Special Needs Law Month, our attorneys in Chapel Hill reviewed past posts that outline special needs law information in…
Potential Changes for Special Needs Trusts
Special needs trusts are excellent tools that help protect an individual’s assets while preserving his or her eligibility for government benefits, such…
3 Reasons Why You Need IRA Beneficiary Trusts
Naming a trust as an IRA beneficiary has become a popular estate planning tool in recent years.* There are many advantages to…
Special Needs Planning: When Children Become Adults
Parents of special needs children need to carefully plan for their children’s future. Many families turn to special needs trusts to ensure…
October is Special Needs Law Month
Special Needs Law attorneys advise individuals with special needs, disabilities, and their loved ones, on laws concerning their financial comfort and well-being….
Special Needs Trusts: Allowable Expenses
Special Needs Trusts (SNTs), also sometimes referred to as Supplemental Needs Trusts, are used to provide supplemental benefits to disabled or elderly…
Judicial Creation of Special Needs Trusts Clarified
Governor Bev Perdue recently signed into law Session Law 2009-267, which: modifies North Carolina General Statutes Section 36C-2-203(a)(9) to state the proceedings may…
More on Special Needs Trusts
I recently posted a link to an article on Special Needs Trusts – here’s another one from the Wall Street Journal, which quotes several…
