If you are a corporate trustee or a family member or friend serving as trustee, you should be aware of an important policy change taking effect this fall that affects beneficiaries of special needs trusts who receive Supplemental Security Income (SSI).
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Trusts
Trustee School: Administering a Special Needs Trust – March 9, 2024
On March 9, 2024, Hickman Lowder held another session of our webinar, Trustee School: Administering a Special Needs Trust. It was hosted by Attorneys Ethan A. Welch, George O. Aljoe, and Helen L. Rapp. A recording of this presentation is now available for viewing at https://youtu.be/Zf4Dva_HrNM.
What are the benefits of a trust?
When creating an estate plan, many people use legal tools to supplement the creation of a will. Everyone’s needs regarding estate planning are unique, but trusts can generally offer benefits that a will cannot. In essence, a will serves as a list of instructions...
Hickman Lowder Lawyers Recognized as 2024 Best Lawyers® Award Recipients
Hickman Lowder Lidrbauch & Welch Co., LPA attorneys Janet L. Lowder, Franklin J. Hickman, and Ethan A. Welch were recently recognized by Best Lawyers as 2024 Best Lawyers® Award Recipients.
Estate Planning and Special Needs Trusts – March 25, 2023
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...
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.
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…