An education-focused working relationship is at the core of my interactions with clients. My blog entries try to keep you up-to-date on new developments in estate planning, business law, and special needs planning, as well as other more general information that I hope will be helpful to you. Where possible, I also try to provide video explanations and free reports so you can get a better understanding of the legal issues you may be dealing with.
If you're ready to get started, let's set up a Legal Strategy Session and discuss the best options for you.
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Retirement and Estate Planning When Your Child Has Special NeedsAging parents whose children cannot support themselves face enormous obstacles in their retirement and estate planning
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Guest Post: How to Break Through Exhaustion as a Special Needs ParentYou’re exhausted. You notice yourself becoming more irritated and impatient. You don’t know how you’re going to keep giving your child with special needs the care and attention they need because you’re at the end of yourself.
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What are the Duties of a Special Needs Trust Trustee in Minnesota?Just like a regular trustee, a trustee of a Special Needs Trust in Minnesota has specific duties they need to be responsible for.
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What Can't My Special Needs Trust Pay For In Minnesota?You need to be careful about what expenses your Special Needs Trust pays for so your loved one doesn't lose their government benefits.
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Supplemental v. Special Needs Trust in Minnesota - What's the Difference?Although you may have heard both terms used, you may be surprised at the difference between the two.
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What is a Third-Party Special Needs Trust?There are three main types of special needs trusts and the third-party special needs trust is the most commonly used type.
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First-Party Special Needs Trusts in MinnesotaThere are three main types of special needs trusts and a "First-Party" is commonly considered by parents creating a plan for their children.
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What is a Pooled Trust in Minnesota?Pooled trusts are another tool you can use for your Minnesota special needs planning.
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What Expenses Can a Special Needs Trust Pay For?A special needs trust needs to be clear about what it is paying for so that your child doesn't lose their government benefits.
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What are Special Needs Trusts?If you have a child with special needs, a special needs trust (SNT) is the primary document in your estate plan for their inheritance.