Special Needs Trusts Information

Question: What Happens If I Can No Longer Serve as Trustee Of My Child’s Special Needs Trust?

September 20, 2019

Question: What Happens If I Can No Longer Serve as Trustee Of My Child’s Special Needs Trust? Thanks to medical advancements and improvements, the life expectancy for [ more ...]

ABLE Accounts VS. Special Needs Trusts Seminar

August 14, 2019

Educate Yourself! Sheri R. Abrams, Virginia Special Needs Planning Attorney, will be joining Tia Marsili, Director of Trusts from The Arc of Northern Virginia, in an [ more ...]

Inviting Others to Contribute to Your Child’s Special Needs Trust

August 10, 2019

Many parents worry about how they will fund a lifetime of care for their child with special needs. This is especially concerning if the parents are fearful that there will [ more ...]

Special Needs Trusts Work Hand-in-Hand With ABLE Accounts

July 18, 2019

Business agreement handshake on white background. Black Hopefully, you have taken the time to meet with a Special Needs Planning attorney who may have helped you set up a [ more ...]

How to Use a Special Needs Trust to Protect an Inheritance for a Loved One Battling Bipolar Disorder

June 4, 2019

We are often asked by parents if it is possible to protect an inheritance for an adult child who battles Bipolar Disorder. Unfortunately, one of the hallmarks of the [ more ...]

Good News for Beneficiaries of Special Needs Trusts

May 18, 2019

Last year the Social Security Administration (SSA) specifically clarified that True Link Cards (make clickable to https://www.truelinkfinancial.com/ ) can be used to make [ more ...]

What Happens to the Funds in a Special Needs Trust When the Beneficiary Dies?

May 8, 2019

What Happens to the Funds in a Special Needs Trust When the Beneficiary Dies? A Special Needs Trust is a specialized legal tool that allows a beneficiary with disabilities to [ more ...]

Autism: What Every Parent Needs to Know About Special Needs Trusts

January 29, 2019

Autism: What Every Parent Needs to Know About Special Needs Trusts Parents who have children with autism have their own special challenges. When a mom or dad’s days are [ more ...]

Special Needs Issues: Special Needs Planning and the Absentee Parent

January 22, 2019

Not all families come from storybooks or primetime television. Not every parent remains in his or her child’s life, which can be very painful for both the child and the [ more ...]

4 Benefits of Special Needs Planning That You May Not Know

October 30, 2018

I’ve written many times regarding the importance of planning if you have a child with disabilities. Frankly, I have tried to make it very clear that it is dangerous to [ more ...]

Aretha Franklin Died Without a Will, Trust or Special Needs Plan in Place

September 10, 2018

I always end up scratching my head when I hear that another ultra-wealthy celebrity has died without a proper legal plan in place. Aretha Franklin, the “Queen of Soul,” [ more ...]

Do I Need Two Special Needs Trusts for Two Special Needs Children?

August 29, 2018

I recently met with a family that has two children with special needs. They asked me a very good question: Do I need two Special Needs Trusts? One for each child? Or, [ more ...]

Don’t Accept the Position of Trustee of a Special Needs Trust Before You Answer These 5 Questions

August 23, 2018

If someone asks you to serve as trustee of a Special Needs Trust set up for someone with special needs, you should consider that a great honor. That means the family trusts [ more ...]

Should My Child’s Special Needs Trust Own a Home?

August 16, 2018

One of the biggest concerns for parents of children with disabilities is where their child will live in the future. Adequate housing options for people with disabilities is a [ more ...]

The Worst Way to “Help” a Child with Special Needs

July 16, 2018

Inexperienced attorneys and financial planners have a really bad habit of telling parents of children with special needs that they need to write their child out of their [ more ...]

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Christina F.

I contacted Sheri to complete my parents' Will, Power of Attorney and Medical Directive documents. She met with the three of us and was very patient in answering our questions through the process. Sheri made my parents feel very comfortable and we all enjoyed working with her. - 10/03/2018

Jerry C.

I consulted Sheri before I started the SSDI process. She guided me around the pitfalls. I was very happy with her advice. - 12/07/2017

Susan Phillips

Sherri is well informed about the way special trusts need to be written to help those with special needs retain their social security benefits. She’s easy to work with and answered all of my questions. I would highly recommend her services. - 3/04/2019

Karen Murray

Very accessible and straight forward. I was very pleased that I could email questions as they came up as my documents were being finalized. Sheri seems truly dedicated to this field and I have been quick to refer social workers and other parents of special needs children to her. - 6/21/2017

Scott Walker

Sheri was great, very responsive and answered all of our questions. - 6/01/2017

Virginia Social Security Disability & Special Needs Planning Attorney

571-328-5795