How to Gather Information to Include in a Letter of Intent

How to Gather Information to Include in a Letter of Intent

You read online or heard from your lawyer that you should write a “letter of intent” for your child with special needs. But you have no idea where to start. Your daily life is busy and sometimes chaotic, and sitting down to write a formal letter sounds overwhelming....
What Is the Difference Between SSDI and SSI?

What Is the Difference Between SSDI and SSI?

Special needs future planning should include guidance in applying for and determining how to remain eligible for government benefits such as SSDI and SSI. If this is your first time learning about the various benefits that are available, you may be wondering what the...
Tax Benefits of a Qualified Disability Trust

Tax Benefits of a Qualified Disability Trust

The IRS classifies some special needs trusts as Qualified Disability Trusts, and these trusts have certain tax benefits. QDTs may claim a personal exemption on their federal income tax returns. Please note, as part of the Tax Cuts and Jobs Act of 2017 the personal...
Different Definitions of “Special Needs” Under the Law

Different Definitions of “Special Needs” Under the Law

Different federal and state laws provide very different definitions of the terms “disability” or “special needs”. You may be surprised to learn that many individuals whom their families, doctors, or communities consider to have special needs are not protected by all...

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