InterActive Legal - Drafting Solutions for Estate Planning and Elder Law Attorneys

Due to changes brought about by the new tax law, some charitably-motivated clients may wish to act now to make the most of the charitable deduction.

The number one concern among Beneficiaries and Advocates regarding a pooled special needs trust (PSNT) is understanding how the trust and disbursement process work. Accessing the trust and requesting disbursements should not be frustrating.…

A PSNT can provide your client with objective administration of funds and protection of means-tested government benefits (Medicaid and SSI) with lower funding requirements and fees than traditional financial institutions.