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Finra bars advisor who focused on special needs

Special needs planning is much more than ABLE accounts and trusts

Special-needs planning is about much more than ABLE accounts and trusts When it comes to special-needs planning, the answer is seldom easy. The decisions about whether a special-needs child would benefit from guardianship and conservatorship in adulthood and if so, who will be their guardian and oversee their trust, are important. May 17, 2021 8 MINS One of Scott Adams’ clients recently finished building a 4,000-square-foot house that will serve as the family’s retirement home. The structure, however, is more than a typical home it has extra-wide hallways that can accommodate their daughter’s power wheelchair, and it has accessible sinks and other features to make it as comfortable for her as it is for them.

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