For families supporting a loved one with special needs, receiving a financial settlement can feel like both a blessing and a challenge. While the funds offer security and new opportunities, they can also create unexpected financial and legal complexities. For...
Receiving a financial settlement or lump-sum payment can be life-changing for an individual with special needs. While it may provide a path toward financial security, it also comes with significant challenges. Without careful planning, these funds could...
As a client’s family expanded with the blessing of grandchildren, details surrounding the gifting of family ranch land grew more complex. Selling the beloved property was not an option, so how could the client preserve the ranch and continue to share it with their...
Many corporate trustees follow a rigid, one-size-fits-all approach that may not align with family offices’ personalized, high-touch service. However, the right corporate trustee can seamlessly extend the family office, offering objective trust administration...
One in five American families cares for a loved one with special needs. An important tool families can use when planning for the individual’s quality of life without the primary caregiver is a Third-Party Special Needs Trust (third-party SNT). This type of trust...
