This complicated interplay of trust rules, ISM definition, estate-recovery rules, and home ownership makes this area of special needs trust administration particularly fraught with dificulty.

Oct 7, 2025 · Learn about the new special needs trust rules. Simplify setup and maximize benefits for your loved one today.

The rules for special needs trusts changed big time. Get updated on what it means for your trust and how to stay compliant in 2024 and beyond.

Special Needs Trusts are designed to permit financial resources to remain available to assist a disabled individual who receives, or may receive in the future, Medicaid (Medical Assistance) …

Jun 20, 2025 · Recent legislative and administrative actions have introduced new rules for these trusts. Trustees and beneficiaries must understand these changes to ensure the trust functions …

Mar 13, 2025 · Stay informed about the new rules for special needs trusts. Learn about key updates, avoid special needs trust violations, and ensure compliance.

Jul 16, 2025 · These laws include special provisions for people with disabilities and create opportunities for parents and trustees managing special needs trusts (SNTs). This post …

Feb 12, 2025 · Discover the new rules for special needs trust in 2024. Understand the latest guidelines, how they impact you, and how to plan effectively. Learn more here.

Apr 10, 2024 · After a trustee appealed a surcharge for violating special needs trust distribution guidelines, the court clarified what expenses can be paid from a special needs trust. Learn …

Learn the key rules and guidelines for spending from a special needs trust. Find expenses, restrictions to consider, and how to ensure compliance.