Special Needs Planning
Posted on January 23, 2017
NCBA Symposium: Gun Trusts in Elder and Special Needs Law
Unique and critical matters might arise when firearms are possessed, stored, or transferred by an elderly or disabled person. Gun trusts help effectively…
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Category: Trusts
Posted on February 13, 2014
Permitted Distributions for Special Needs Trusts
Special needs planning in North Carolina. If you are starting to explore options for Special Needs Trusts in North Carolina, one…
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Category: Financial Planning
Posted on May 24, 2013
National Elder Law Month: 3 Factors When Considering Long-Term Care Insurance
As part of National Elder Law Month our North Carolina elder law attorneys are providing a series of posts to help educate…
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Category: Elder Care
Posted on July 8, 2010
New Rules Will Affect Certain Self-Settled and Pooled Special Needs Trusts
A New Social Security Program Operations Manual System (“POMS”) Section Regarding Early Trust Termination Provisions for “Self-Settled” Special Needs and Pooled Trusts…
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Category: Trusts