At Family Estate Planning Law Group, we often talk to our clients about the importance of aligning assets with their estate plan, verifying that alignment with financial institutions and tracking the changes in assets, law and family situation over time. But did you know this is even more crucial when it comes to a special needs beneficiary?

While first-party and third-party special needs trusts are fairly common, pooled trusts are an often neglected type of planning for a special needs individual. We’ll review some of the hallmarks of a pooled special needs trust, as well as the benefits of this type of planning.

If you’re looking to provide for a special needs individual in your will or trust, take a look at this helpful estate planning tool: a third-party special needs trust. We’ll take a look at why this type of trust may be one of the better ways to take care of a special needs beneficiary.

With a new law making it easier than ever for special needs individuals to create and fund a first-party special needs trust, we’ll review what you need to know about this type of special needs trust.

The new 21st Century Cures Act is a victory for many in the special needs community. We’ll take a look at the benefits of this new law and its impact on first-party special needs trusts.

Planning for a special needs beneficiary can be overwhelming. To make it a bit less intimidating, we’ll review 3 key steps for parents of a special needs child to take as they plan for both their retirement and their child’s future.