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Disability Planning Center

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Disability Planning Center

College of Health & Human Services | College of Business

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Publications from the Disability Planning Center

Guardianship

  • A 50-State Review of Guardianship Laws: Specific Concerns for Special Needs Planning [PDF]
  • Implementing Guardianship Policies in Special Needs Planning: Five Potential Positives [PDF]
  • Implementing Guardianship Policies in Special Needs Planning: Five Possible Pitfalls [PDF]
  • After You Are Gone:  Using Letters of Intent to Coordinate the Roles of Guardians and Trustees
  • Key Concerns for Financial Planning for Beneficiaries Subject to Guardianship 

Individual Retirement Accounts (IRAs)

  • Using In-Service Retirement Plan Distributions with Roth Conversions to Fund Special Needs Planning [PDF]
  • Using Roth Conversions of Legacy Retirement Plans to Fund Special Needs Planning [PDF]
  • When to Stretch and When NOT to Stretch an Inherited IRA: The Special Case of the Special Needs Trust [PDF]

Achieving a Better Life Experience (ABLE) Act

  • Coordinating an ABLE Account and a Special Needs Trust: Eight Best Practice Considerations [PDF]
  • A 50 State Review of ABLE Act 529A Accounts [PDF]
  • Enabling ABLE: Five Potential Positives for Implementing the ABLE Act [PDF]
  • Disabling ABLE: Five Possible Pitfalls When Implementing the ABLE Act [PDF]
  • Does the ABLE Act Enable the Wealthy and Disable the Poor? [PDF]
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