Bergman APC

01/24/2024

Choosing Trustees for Special Needs Trusts : 5 considerations https://bergmanapc.com/choosing-trustees-for-special-needs-trusts-5-considerations/

01/20/2024

For nearly a decade, people with disabilities have had the option to accumulate savings in a special tax-free account – without risking their means-tested

01/03/2024

Initiative to Protect Your Children From Being Forced to Sell

The Repeal the Death Tax initiative concerns property taxes. This initiative aims to restore the parent-child property transfer rules that allowed parents to

01/03/2024

Protecting Prop. 13 for our children.

12/30/2023

https://bergmanapc.com/lifetime-money-management-for-children-with-disabilities/

Children with disabilities present a unique challenge for parents who are looking to engage in estate planning. For one, you will want to optimize your estate

12/20/2023

By their very nature, special needs trusts (SNTs) are usually designed to terminate, or at least radically change, when the trust's primary beneficiary dies.

11/17/2023

https://bergmanapc.com/when-should-you-consider-changing-your-special-needs-plans-key-players/

You have completed and executed your plan for your special needs child.  Everyone you’ve selected to serve—your guardian, your trustee, your health care

10/26/2023

https://bergmanapc.com/building-an-estate-plan-for-adult-children-with-disabilities-2/

Parents of adult children with disabilities know that their child's disability needs may change over the course of their lifetime. Planning for the future

08/21/2023

For many, an estate plan is created and never looked over again – until it’s necessary to do so. But did you know that you should really look at your estate