Posts Tagged
‘special needs planning’

Monthly Mission Insight: Taxation of Special Needs Trusts

Taxation of Special Needs Trusts Key Planning Considerations for 2026 Administering a special needs trust means more than following the rules. It’s about making thoughtful decisions that balance taxes with long-term benefit protection. Special needs trusts (SNTs) are designed to do something very specific: Preserve assets while protecting access to means-tested benefits. But from a […]

April 16, 2026

|

by: Mktgsr

|

Categories: Life Planning, Special Needs Planning

Monthly Mission Insight: Trust Protectors

What Is a Trust Protector? When families create a trust, they name a trustee to manage the assets and carry out the instructions in the trust document. Sometimes, they also name a trust protector. A trust protector is a person or company given specific powers to make sure the trust continues to work as intended. […]

March 11, 2026

|

by: Mktgsr

|

Categories: Life Planning, Special Needs Planning

Q and A Regarding the Arizona Health Care Cost Containment System AHCCCS, Arizona’s Medicaid Program

Q and A Regarding the Arizona Health Care Cost Containment System AHCCCS, Arizona’s Medicaid Program

The subject of this article was prompted by a recent list serve request for resources, information or guidance on the impact of personal injury settlements on AHCCCS eligibility, to which I responded as follows: “Determining for which program a claimant is eligible for AHCCCS medical assistance is not a straightforward matter. It depends on whether [...]

April 13, 2023

|

by: Bridget O'Brien Swartz

|

Categories: Special Needs Planning

The Not So New Rule 53(d) of the Arizona Rules of Probate Procedure and “Appropriate Trusts” Without Probate Court Supervision

The Not So New Rule 53(d) of the Arizona Rules of Probate Procedure and “Appropriate Trusts” Without Probate Court Supervision

Two years ago, new Rule 53 of the Arizona Rules of Probate Procedure (A.R.P.P.) became effective. This author, along with many other probate practitioners, was and remains enthusiastic about the new rule and the alternatives to conservatorship it offers. Rule 53 is not only a rule that should excite the probate practitioner, but also the [...]

February 28, 2023

|

by: Bridget O'Brien Swartz

|

Categories: Special Needs Planning

Considerations Selecting a Family Trustee

Considerations Selecting a Family Trustee

Parents with a child with special needs have additional considerations in their estate planning.  Who steps in to care for the adult daughter or son with special needs when the parents are gone?  This article highlights important factors in that decision.  Mission can be part of the solution by serving as the corporate trustee for [...]

June 21, 2019

|

by: admin

|

Categories: Estate Planning, Special Needs Planning