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Case Study: When and Why a Corporate Trustee Makes Sense – Supporting a Beneficiary with Complex Care Needs

by The Academy of Special Needs Planners | Nov 18, 2025 | Uncategorized

Families often establish trusts to protect a loved one’s financial security, but managing those assets and ensuring the beneficiary receives the right level of care can become overwhelming. This is especially true when the beneficiary has complex medical, cognitive,...

Protecting Benefits with Special Needs Trusts: Why the Trustee Matters

by The Academy of Special Needs Planners | Nov 12, 2025 | Uncategorized

For individuals with disabilities, maintaining access to essential public benefits like Medicaid and Supplemental Security Income (SSI) is critical for long-term care, housing, and medical support. A Special Needs Trust (SNT) can safeguard these benefits while...

Collaborative Special Needs Planning: Building Bridges Between Professionals and Families

by The Academy of Special Needs Planners | Oct 24, 2025 | Uncategorized

Effective special needs planning requires collaboration, trust, and communication between families and the professionals who guide them. Whether developing a special needs trust, integrating investment strategies, or coordinating long-term care, the process works best...

Spending Restrictions for ABLE Accounts

by The Academy of Special Needs Planners | Oct 23, 2025 | Uncategorized

Money held in an ABLE account provides individuals with disabilities a powerful tool to save and manage funds without losing eligibility for vital public benefits like SSI or Medicaid. However, it’s important to understand that there are restrictions on how ABLE funds...

How AI Is Helping Adults with Disabilities Plan for the Future

by The Academy of Special Needs Planners | Oct 21, 2025 | Uncategorized

Artificial intelligence (AI) is becoming a bigger part of everyday life. From voice assistants to helpful planning tools, AI can make daily tasks easier and give people more confidence in managing their goals. In the world of special needs planning, AI is beginning to...

Purple Alerts: Helping People With Disabilities

by The Academy of Special Needs Planners | Sep 19, 2025 | Uncategorized

Every day, 2,300 people are reported missing in the United States. When an adult with a cognitive, intellectual, or developmental disability goes missing, they can be especially vulnerable to bad actors or accidents. If lost, intellectually disabled adults may become...
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Recent Posts

  • Case Study: When and Why a Corporate Trustee Makes Sense – Supporting a Beneficiary with Complex Care Needs
  • Protecting Benefits with Special Needs Trusts: Why the Trustee Matters
  • Collaborative Special Needs Planning: Building Bridges Between Professionals and Families
  • Spending Restrictions for ABLE Accounts
  • How AI Is Helping Adults with Disabilities Plan for the Future

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