by M&LAdmin4 | Sep 30, 2015 | Blog, Special Needs Financial Planning, Special Needs Trusts
Thursday, September 30th, 2105 Hello everyone, and welcome back to the blog this week! We hope that you all had a chance to read last week’s update on M&L’s non-profit, Integrated Living Opportunities. Just as a reminder, we are still recruiting families to take...
by M&LAdmin4 | Jan 15, 2015 | Achieving A Better Life Experience (ABLE) Act, Blog, Special Needs Trusts
Thursday, January 15th, 2015 Financial planning for families with special needs is difficult under the best of circumstances. As parents of individuals with disabilities, we know that every one of our decisions has long-lasting ramifications that can have a huge...
by M&LAdmin4 | May 29, 2014 | Blog, Special Needs Trusts
Thursday, May 29th, 2014 One of the most frequent topics of conversation at the office of M&L Special Needs Planning, LLC is the value and validity of the Special Needs Trust (SNT). As financial planning experts, M&L staff all agree that the SNT is perhaps one...
by M&LAdmin4 | Feb 7, 2013 | Blog, Special Needs Trusts
Thursday, February 7, 2013 A special needs trust is the only legal solution to protect an individual with disabilities to qualify for government benefits. It is a legal document for placing funds and other assets in the control of a trustee, for the benefit of an...
by M&LAdmin4 | Aug 15, 2012 | Blog, Special Needs Trusts
Have you heard about special needs trusts, but want to learn more? Here at CCT, we are often asked what disbursements can be made from a special needs trust. We hope that you will gain some insight from the information provided in this article: A special needs trust...
by M&LAdmin4 | May 10, 2012 | Blog, Special Needs Trusts
House Bill Would Allow Military Retirees to Name Special Needs Trusts As Beneficiaries of Survivor Benefit Plans A bill recently introduced in the U.S. House of Representatives would finally allow military retirees to name special needs trusts as beneficiaries of...