While every family’s situation is unique, the laws regulating special needs trusts are complex and can require some strategizing by families and trust companies — and if necessary, utilization ...
It is easy to think that something called a “special needs trust” is only used infrequently – after all, the very name implies the need for such a trust is rare. That could not be further ...
Like many parents of special-needs children, financial advisor Lisa Bamburg is extra protective of her 27-year-old nonverbal autistic son, Joel. When her mother wanted to leave Joel a $1 million ...
Proceeds from a life insurance policy can fund a special needs trust. This legal arrangement allows individuals with disabilities to receive financial support without jeopardizing eligibility for ...
Advisors say planning for a family with a disabled child involves setting up the right life insurance for relatives, a Henson trust, registered accounts and taking advantage of provincial and federal ...