Bob's Story
When we sent out our last Distribution Requests, we received one back marked “Undeliverable”. The Personal Representative (Mike) had moved and did not provide a forwarding address. We called the care facility where our beneficiary Bob was living and they told us they...
Survivor Benefit Plan and Special Needs Trusts
The U.S. Department of Defense has recently published guidance for military parents regarding newly passed legislation that will allow them to assign Survivor Benefit Plan (SBP) payments (up to 55% of their retirement pay) to a special needs trust for the benefit of a...
Military Survivor Benefit Plans
As part of the legislation passed in the Carl Levin and Howard P. “Buck” McKeon National Defense Authorization Act (NDAA), military members may now designate that survivor benefit payments be placed into a special needs trust for a dependent child with a disability....
