Publications from the Disability Planning & Policy 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]