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Posts in category: Special Needs Trust

Five Different Trusts Used to Achieve Specific Planning Goals

June 26, 2023

by Michael A. Rolando Estate Planning Special Needs Trust Succession Planning

Have you been thinking about starting your Estate Planning, but have no clue where to start? Did you know that you aren’t bound to one type of Trust? Trusts come in many “flavors.” They can be modified to accommodate your lifestyle. Here are five examples

A Quick Guide to Setting Up a Special Needs Trust

November 24, 2020

by Gregory S. Schrot Special Needs Planning Special Needs Trust Trust

A special needs trust is an important component of how you protect a loved one who is reliant on government benefits such as Supplemental Security Income and Medicaid. Tapping into these benefits while still providing for your loved one can be done throug