Resources
From estate planning, probate, and special needs planning to trustee services, we’re here to help you make educated and informed decisions that are best for you and your loved ones.
Browse our free resources below to learn what you need to know when planning your legacy.
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Articles
What Are a Special Needs Trustee’s Record-Keeping Duties?
One of the most important roles in a special needs plan is that of trustee, the person who administers a special needs trust (SNT). Of a trustee’s many responsibilities, record-keeping is perhaps the most crucial. Because the trustee is managing accounts on behalf of...
Closing of Social Security Field Offices Disrupted SSI Benefits for Thousands, Lawsuit Charges
Plaintiffs in a class-action lawsuit against the Social Security Administration (SSA) might describe it as an open-and-shut case. When the SSA closed its field offices at the onset of the COVID-19 pandemic, it remained open for the purposes of denying benefits. But,...
Videos
Guardianship and Shared Decision-Making Webinar
Overview: Are you concerned about a vulnerable loved one who is struggling to manage their own affairs, healthcare, and living situation? Guardianship may be the solution you are seeking. This workshop will cover the legal aspects of the different types of...
Events
Special Needs Planning Workshop (Online)
About this Webinar: Special needs planning is essential to protect and plan for your disabled family member. Even though not having the right plans in place can be a detriment for loved ones with special needs, many...
Special Needs Webinar Series
A series intended to help parents and students make a smooth transition from special education in school to life after high school.