Special needs trust and able account
Jeremy Lau

Harmonizing Your Special Needs Trust and ABLE Account

When special needs individuals are dependent on a combination of public benefits and financial support from family members or caregivers, their parents or guardians are often encouraged to open ABLE accounts or special needs trusts (SNTs).

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Prudent Perspective July 2021
Jeremy Lau

The Prudent Perspective – Q2 2021

After closing the first half of 2021, we are beginning to get a glimpse of some of the unintended consequences that may lie ahead following the unprecedented measures taken to address a once-in-a-century pandemic.

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