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- ABLE Account
- Achieving a Better Life Experience Act of 2014
- Adult Children
- Caregivers
- Children with Disabilities
- Children with Special Needs
- Citizens with Disabilities
- Clay County
- Disability
- Elder Law
- Estate Planning
- First-Party Trusts
- Florida
- Florida First Coast
- Jacksonville
- Julington Creek
- Life Insurance
- Medicaid
- North Florida
- Orange Park
- Pooled Trust
- Siblings
- SSI
- St. Augustine
- St. Johns County
- Third-Party Trusts
- Trusts
- 5 years ago
- Parents want their children to be taken care of after they die. But children with disabilities have increased financial and care needs, so ensuring their long-term welfare can be tricky. Proper planning by parents is necessary to benefit the child with a disability, including an adult child, as well... [read more]
Category archives: Pooled Trust
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- Beneficiaries
- Care Planning
- Children with Disabilities
- Children with Special Needs
- Citizens with Disabilities
- Clay County
- Elder Law
- Estate Planning
- Florida
- Florida First Coast
- Green Cove Springs
- Jacksonville
- Julington Creek
- Life Care Planning
- Medicaid
- North Florida
- Orange Park
- Pooled Trust
- Social Security Income
- Special Needs Planning
- SSI
- SSI Beneficiaries
- St. Augustine
- St. Johns County
- 5 years ago
- Most special needs trusts (SNTs) are set up to benefit one individual. But it’s possible to contribute to a trust where the funds of many people with special needs are “pooled.” This kind of trust, called a pooled or (d)(4)(C) trust, may be a better option for some people than the conventional SN... [read more]
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- Children with Special Needs
- Clay County
- Duval County
- Elder Law
- Estate Planning
- Jacksonville
- Orange Park
- People with Special Needs
- Pooled Trust
- Providing for a Child with Special Needs
- Social Security Disability Insurance
- Special Needs Planning
- Special Needs Trust
- SSDI
- St. Augustine
- St. Johns County
- Trust Protector
- Trustee
- Trusts
- 6 years ago
- Choosing the right person to serve as trustee of a special needs trust is one of the most important and difficult issues in creating the trust. A trustee typically manages the day-to-day operations of the trust, often making distributions to the trust's beneficiary, investing the trust's assets, and... [read more]