The importance of Using the Proper Language When Setting up a Special Needs Trust

In a recent New York case, In re Paradiso, the court did not reform a father’s will which left money in a trust to a disabled daughter. In the Will, the father attempted to create a testamentary special needs trust, which would not have jeopardized the daughter’s government benefits (Medicaid and SSI). However, the...
The importance of Using the Proper Language When Setting up a Special Needs Trust Continue reading…

Planning for Minor Children

Do you have minor children? Planning for the children involves multiple considerations. 1. Who do you want to raise your children if you are gone?You need to name a “guardian” who will take care of your children in the event of your demise. You should name an alternate guardian, in case your...
Planning for Minor Children Continue reading…