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Who Are the Key Players in Special Needs Planning?

by The Academy of Special Needs Planners | Apr 14, 2026 | Uncategorized

A quarter of households in the United States include at least one family member with a disability. These families grapple with complex legal and financial issues. What will happen to the individual with a disability when caregivers pass away? How can families save...

“We Didn’t Know That Was an Option”: When Families Discover the Role of a Professional Trustee

by The Academy of Special Needs Planners | Mar 12, 2026 | Uncategorized

When families begin planning for the future, they often focus on creating a will or trust to protect a loved one. However, one important question sometimes comes later: Who will actually manage things when we can’t? For many families, the assumption is that a sibling,...

Third-Party Special Needs Trusts: Planning with Purpose for a Loved One’s Future

by The Academy of Special Needs Planners | Feb 22, 2026 | Uncategorized

For families who have a loved one with disabilities, one of the most important questions is: How do we provide financial support without jeopardizing essential public benefits? A Third-Party Special Needs Trust (SNT) offers a thoughtful and powerful solution —...

Understanding First-Party Special Needs Trusts: Protecting Benefits While Preserving Dignity

by The Academy of Special Needs Planners | Feb 22, 2026 | Uncategorized

For individuals living with disabilities, maintaining eligibility for needs-based public benefits such as Supplemental Security Income (SSI) and Medicaid is often essential. At the same time, many individuals receive personal injury settlements, inheritances, or other...

National “Slam the Scam” Day – March 5, 2026: Protecting Yourself from Government Imposter Scams

by The Academy of Special Needs Planners | Feb 19, 2026 | Uncategorized

On Thursday, March 5, 2026, the Office of the Inspector General for the Social Security Administration will lead the seventh annual National “Slam the Scam” Day – a nationwide effort to raise awareness about government imposter scams. This important awareness...
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Recent Posts

  • Who Are the Key Players in Special Needs Planning?
  • “We Didn’t Know That Was an Option”: When Families Discover the Role of a Professional Trustee
  • Third-Party Special Needs Trusts: Planning with Purpose for a Loved One’s Future
  • Understanding First-Party Special Needs Trusts: Protecting Benefits While Preserving Dignity
  • National “Slam the Scam” Day – March 5, 2026: Protecting Yourself from Government Imposter Scams

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