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LexisNexis® Estate Practice & Elder Law Community Podcast featuring Andrew Hook of Oast & Hook on Special Needs Planning

On this edition, Andrew Hook of Oast & Hook discusses special needs planning and why it is critically important. He talks about the legal tools used in special needs planning, the role of financial planning and how to find a special needs planner. Copyright© 2010 LexisNexis, a division of Reed...

Special Needs Planning - It is more than drafting a Trust

This Article is a summary of the body of knowledge that a Special Needs Planner will utilize in developing a comprehensive plan for a person with a disability and his or her family. Special Needs Planning is more than drafting a Special Needs Trust (SNT). While a SNT is important tool, it is not...

Estate Planning for Gifts by Parents to Special Needs Children

Trusts are good vehicles to hold gifts by parents to their children who have disabilities and who have qualified for programs and benefits based on indigency. The Trust can allow a third person to be Trustee after the parents' death and to give that person discretion in making distributions for...

Using Third Party SNTs In Estate Planning

Third Party SNTs are those created for the benefit of a person with a disability that makes that person an appropriate beneficiary of a SNT and are funded with assets belonging to someone other than the SNT's beneficiary. The easiest example of a Third Party SNT is where parents of a child with...

Filling a Gap in the SNP Literature

Special Needs Planning ("SNP") has emerged as a recognized legal practice area over the past seventeen years following the passage of the Omnibus Budget Reconciliation Act of 1993 ("OBRA"), which provided statutory authority for first-party special needs trusts ("SNTs")...