by The Academy of Special Needs Planners | Dec 11, 2023 | Uncategorized
Selecting a successor trustee is a crucial decision when setting up a trust, as this individual or entity steps in to manage the trust if the initial trustee becomes unable or unwilling to fulfill their duties. When choosing a successor trustee, there are several...
by The Academy of Special Needs Planners | Dec 11, 2023 | Uncategorized
Yes, a corporate trustee can serve as a power of attorney (POA) under certain circumstances. A power of attorney is a legal document that allows an individual (the principal) to appoint someone else (the agent or attorney-in-fact) to make financial, legal, or medical...
by The Academy of Special Needs Planners | Dec 7, 2023 | Uncategorized
The COVID-19 pandemic wreaked havoc worldwide in the realms of health care, education, the economy, and beyond. For seniors and people with disabilities across the U.S. who have limited income, the pandemic also had a particularly devastating impact on their public...
by The Academy of Special Needs Planners | Dec 5, 2023 | Uncategorized
Care management for trust beneficiaries is a service offered to Assured Trust Company (ATC) clients and can offer several important benefits: Quality of Life Improvement: Effective care management ensures that trust beneficiaries receive appropriate support, leading...
by The Academy of Special Needs Planners | Dec 1, 2023 | News
For nearly a decade, people with disabilities have had the option to accumulate savings in a special tax-free account – without risking their means-tested public benefits. In 2024, the annual limit on how much money one can deposit into these savings vehicles, known...
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