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Special Needs Articles

Choosing an Investment Advisor for a Special Needs Trust

June 2, 2025 No Comments

In many cases, the trustee of a special needs trust should hire a professional investment advisor. Here are some guidelines for hiring one.

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Often-Overlooked Tax Credit Expanded, Now Covers More People with Disabilities

May 16, 2025 No Comments

For tax year 2021, the IRS is expanding eligibility for the earned income tax credit (EITC), an important antipoverty measure that assists those with low-incomes. One key impact of these changes is that more people without children, many of whom…

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10 Tips to Consider for Special Needs Planning

May 5, 2025 No Comments

Careful planning for a loved one with special needs is critical in protecting their future. This article offers tips and a comprehensive approach to care and financial support without affecting government benefits.

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A Vocational Training Program for Students With Disabilities

May 5, 2025 No Comments

Many parents are unaware of a half-billion-dollar federal program providing funding to states that is supposed to help students with disabilities enter the workforce when they leave high school.

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Passing Retirement Benefits to a Child With Special Needs

May 5, 2025 No Comments

Many parents have their retirement savings socked away in 401(k)s and IRAs. There are ways for beneficiaries to avoid paying taxes on the funds prematurely, but when a beneficiary has special needs, things get thorny.

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How Education Cuts May Affect Students With Disabilities

April 2, 2025 No Comments

The second Trump administration has recently made significant budget cuts to the United States Department of Education and has made clear its intention to close the department permanently.

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Practice Areas

Business Planning
Estate Planning
Fiduciary Litigation
Guardianship
Special Education

 

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Suite 201
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