On March 25, 2023, Hickman Lowder Attorneys Elena A. Lidrbauch and Helen L. Rapp hosted the webinar, Estate Planning and Special Needs Trusts. They discussed general planning considerations and legal documents that are frequently used by families, including different...
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Trusts
Trustee School: Administering a Special Needs Trust – February 25, 2023
Hickman Lowder is dedicated to ensuring successful administration of the trusts that we draft for your family members with special needs. This includes educating your trustees so they are prepared to successfully administer the trust you have established. On February...
Revocable Trust or Irrevocable Trust: What is the Best Option for Me?
Trusts are great tools for you to pass assets to your heirs, whether that be to children, other family members, or charities. However, not all trusts are created equally. Sometimes, we use revocable trusts for one client, while another client established an irrevocable trust. When does it make sense to use a revocable trust compared to an irrevocable trust? A…
It’s About You – Special Needs Trusts
Attorney Ethan Welch spoke with Channel 3’s Joe Cronauer about special needs trusts and how you can use the funds from those trusts.
How To Use Funds From a Special Needs Trust
Special Needs Trusts are in place to protect the benefits of an adult or child with special needs and are exempt from Medicaid and Supplemental Security Income (SSI). A properly drafted special needs trust gives (you) the trustee, or someone you appoint, the sole discretion to use the funds for the benefit of your family member. A question I get…
Another State Taxing a Trust
When it comes to the everyday life of an individual who has a developmental disability, life can present unexpected obstacles not only for the individual, but for family and friends, as well. The challenges are made easier through well-planned trusts which protect important government benefits, such as Medicaid and Supplemental Security Income (SSI), and ensure that when the parent passes…