SNA is the national, not for profit, membership by invitation, organization of attorneys, dedicated to the practice of special needs estate and future planning, disability law and public benefits law. Individuals with disabilities, their families, and their advisors...
Contact our office by email to request a form “Letter of Intent” or Letter of Guidance for Future Care Providers (Will be sent in PDF format), including Guardians, Agency Staff, Family Members, etc. In addition, contact our office to request a Handbook...
MILITARY PENSIONS & SPECIAL NEEDS TRUSTS BACKGROUND: Many military families with disabled children face a dilemma about whether or not to choose the Survivor Benefit Plan (SBP) retirement option. SBP will pay up to 55% (with annual inflation adjustments) of the...
Section 8 Housing & Special Needs Trusts Introduction: The federal government subsidizes housing for individuals with disabilities. The subsidies come in the form of below market-rent units in public and private housing developments and vouchers for use in the...
WHAT IS A QUALIFIED DISABILITY TRUST? Trusts are not allowed the deduction for personal and dependency exemptions under § 151 of the Internal Revenue Code. Instead, a trust that under its governing instruments is required to distribute all of its income currently, is...
