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Directed Trustee: A Collaborative Approach to Trust Administration

by The Academy of Special Needs Planners | May 13, 2025 | News, Uncategorized

When it comes to securing your financial legacy and ensuring your personal well-being, choosing the right trustee is a critical decision. At Assured Trust Company (ATC), we understand that relationships matter, and that includes the relationships you’ve already built...

When Does Someone Need Financial Guardianship?

by The Academy of Special Needs Planners | Apr 25, 2024 | News

When individuals cannot manage their finances, courts can appoint guardians. Financial guardianship is for those who need help handling money. Depending on the jurisdiction, financial guardianship may also be called guardianship of the estate or conservatorship. In...

IDEA 101: The Basics on the Law for Students with Special Needs

by The Academy of Special Needs Planners | Apr 6, 2024 | News

The Individuals with Disabilities Education Act (IDEA) is arguably the most important federal law for children with special needs.  The law mandates that all eligible children and youth ages 3 through 21 years old be provided with a “free and appropriate public...

Reasons Veterans Miss Out on Veteran Disability Benefits

by The Academy of Special Needs Planners | Jan 15, 2024 | News

Today, more than 18 million American military veterans are living in the United States. To address the needs of this population, the U.S. Department of Veterans Affairs (VA) has expanded health, education, home loan, and other veteran benefits over the years. VA...

ABLE Accounts in 2024: Save Up to $18,000 Annually

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...

Is Bipolar Disorder a Disability According to the Social Security Administration?

by The Academy of Special Needs Planners | Sep 30, 2023 | News

According to the National Institute of Mental Health (NIMH), approximately 4.4 percent of adults experience bipolar disorder during their lives. Individuals with certain disabilities may be able to secure disability benefits through the Social Security Administration...
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Recent Posts

  • Evaluating When Professional Trust Administration Best Serves a Beneficiary
  • ABLE Eligibility Has Expanded: Great News for Individuals With Disabilities
  • Supporting Aging Beneficiaries with Professional Trust Administration and Care Management
  • Deborah Thompson
  • Kim Praechter

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    Overland Park Office (Our Main Office)

    10975 Grandview Dr.
    Suite 502
    Overland Park, KS 66210

    Phone: 913.521.9200

    Mailing Address:

    P.O. Box 26050
    Overland Park, KS 66225

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