“Special Needs” trusts are complicated and can be hard to understand and administer. They are like other trusts in many respects—the general rules of trust accounting, law and taxation …

personal injury lawsuit. It is a legal requirement of a self-settled special needs trust that any funds remaining in the trust at the time of the disabled person’s death must be used to reimburse the …

The rules for special needs trusts changed big time. Get updated on what it means for your trust and how to stay compliant in 2024 and beyond.

Apr 14, 2025 · Special Needs Trusts can be complex, and state-specific rules may apply. It’s important to create your Special Needs Trust carefully, so talking with a lawyer is highly …

Oct 7, 2025 · Changes in special needs trust law impact everything from allowable expenditures to how trustees manage funds. This article will break down the new rules for special needs …

If you haven’t set up a special needs trust yet, now is the right time to act. The updated rules give you a clearer framework for planning and make it easier to avoid common mistakes.

Jun 20, 2025 · Recent legislative and administrative actions have introduced new rules for these trusts. Trustees and beneficiaries must understand these changes to ensure the trust functions …

Sep 9, 2024 · Special needs trusts must comply with both federal and state laws, so hiring an attorney is crucial. Special needs trusts need not be a stand-alone instrument, instead their …

Mar 13, 2025 · Stay informed about the new rules for special needs trusts. Learn about key updates, avoid special needs trust violations, and ensure compliance.

Feb 12, 2025 · Discover the new rules for special needs trust in 2024. Understand the latest guidelines, how they impact you, and how to plan effectively. Learn more here.