Category: Special Needs Planning

Special Planning Considerations

May 13, 2007 Victor Medina Special Needs Planning 0 Comments

Estate planning is typically divided into two categories: (1) Estates large enough to require tax planning (which in New Jersey, because of decoupling, occurs on estates with as little as $675k in assets) and (2) Estates that require little or no tax planning. Good estate plans should also consider an additional sub category of complexity, […]

Guardianship of Children With Special Needs

January 26, 2007 Victor Medina Disability, Guardianship, Powers of Attorney, Special Needs Planning 0 Comments

Two good posts coming from Leanna Hamill in Massachusetts and Tredway, Lumsdaine & Doyle in California on planning for children with special needs.  Among the excellent suggestions are the following: Special Needs Trust – allowing parents, grandparents and guardians to provide funds for a special needs child without disrupting eligibility for government aid. Exploring the […]