Category: Special Needs

Congress Ends “Apply and Suspend” Strategy to Maximize SSA Benefits

Department of Developmental Services (“DDS”)

Congress Passes Legislation That Will Enable Military Members to Name Special Needs Trusts as Beneficiaries of a Survivor Benefit Plan

Payback and Termination of an OBRA ‘93 Trust

Special Needs Trust as Distributee of an IRA or Retirement Plan

Disability Advocates Breathed a Sigh of Relief as the American Health Care Act was Pulled from a Vote on Friday, March 25, 2017

How to Apply for SSI Money If You or Your Child Has a Disability

Equal Opportunities in School Sports for Students with Disabilities

Impact the Affordable Care Act (ACA)Will Have on Special Needs Planning

Special Ed & Middle School: Tips for Parents

The ABLE Act – An Overview

Income Tax Deductions, Exemptions and Credits that May Be Available When Providing for a Special Needs Dependent

Advice and Guidance for the Financial Planner Advising Parents of Children with Life Long Disabilities

Continued Eligibility for Medicaid for a Disabled Adult Child When a Parent Retires or Dies

Supplemental Needs Trusts and Nursing Home Planning: The Intersection of Elder Law Planning and Special Needs Law Planning

Introduction to Government Benefits

Independent Living for a Family Member with a Lifelong Disability

How Grandparents Can Help When An Adult Child Has a Child with Special Needs

Documents Your Child Should Sign Before Leaving for College

The Importance of Incorporating Beneficiary Designations into an Estate Plan

ABLE Program Launched in MA: The Attainable Savings Plan?

Gift Cards and Gift Certificates – Legal Prohibition?

Future Planning for Adults with Disabilites and the Families that Support Them

Life Planning Document Worksheet

How Work Affects SSI, SSDI and CDB Eligibility

Using ABLE Accounts to Avoid a One Third Loss in SSI

DDS Application and Appeals Process: Getting to Eligibility

Common Pitfalls in Administering a 3rd Party Funded Supplemental Needs Trust or OBRA ‘93 Special Needs Trusts

Guardianship and Alternatives

Government Benefits for Persons Who Are Disabled

A Comparison Between First and Third Party Special Needs Trusts and ABLE Act

Worried About Losing Your Home to the Costs of Long-Term Care?

Understanding Special Needs Planning

Thinking Beyond Special Needs Trusts

Integrating Futures Planning, Estate Planning and Legal Protections for Persons with Disabilities: A Primer

Personal Injury Settlements: Planning Considerations for Persons with Disabilities

Special Needs Trust Expenditures Can Include, But Are Not Limited To:

Special Needs Planning for Extended Family Members

Special Needs Planning and Life Insurance

Preparing a Life-Planning Document for Your Disabled Family Member

OBRA `93 Changes in Medicaid Transfer of Asset Rules

Creating a Real Home for a Family Member with a Disability: Top Ten Tips

Memo to Trustees of OBRA ’93 Supplemental Needs Trusts

Introduction to Social Security Benefits Available to Persons with Disabilities

Special Needs Trust Helps Ensure Support, Care

Siblings Role in Managing a Special Needs Trust

Military Child Protection Act Enables Military Members to Name Special Needs Trusts as Beneficiaries of a Survivor Benefit Plan

Memo to Parents Concerning First Party OBRA ‘93 Special Needs Trusts

Lifelong Planning for Families with a Member With Long-Term Disabilities

Issues When a Party in a Divorce Has a Disability or Has a Child With a Disability

Estate Planning for the Adult Child Who Acts Out, Has Addictions, or Is Otherwise Challenged

Disability Advocates Prepare for Multiple Attacks on Lifeline Services

Post-Emancipation Support Available Only If Adult Child Is Under Guardianship

Social Security and Rep Payees

BOOKLET: Special Needs Trust Management

Intellectual Disability Policy as Developed, Expressed, and Evaluated in AAIDD/The Arc Joint Statements: The Role of Organization Position Statements