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October 28, 2021

Special Needs Trusts - Advantages of a Pooled Trust

Setting up a Third Party-Special Needs trust as part of estate planning is essential if the individual with a disability is or may be eligible for means-tested government benefits. A properly set up Third Party Trust ensures that the funds left to the individual, whether through gift or inheritance, are not considered countable assets when applying for means tested benefits

Illustration of a bank over a bluish purple background with the heading Get the Facts: Advantages of a Pooled trust

October 15, 2021

Special Needs Trusts - First Party or Third Party?

A special needs trust is a written legal agreement that enables an individual with a disability to qualify or remain qualified for means tested government benefits, such as medicaid, SSI or even medicaid waivers.

Expert Tips for Special Needs Trusts written over a green background with an illustration of a hand holding a lightbulb with coins in it.

July 1, 2020

Finding Your Passion

We all have different towns and we all have different things that we do in the course of the day. It may be that the student is a great artist or a great writer. When it comes to assistive technology we have to think about what is going to give that student the ability to do what they love without having to see roadblocks and go, "I can't do that”. There are so many tools out there, whether it's a communication app, a video app, a math tool. With assistive technology you are not making the student into what you want them to be.

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