Articles by Special Needs Alliance Members
-
- What the Federal Tax Overhaul Means for Families with Special Needs
James M. McCarten, Esq., Parenting Special Needs, January/February 2019 - Considerations Selecting a Family Trustee
Tara Anne Pleat, Esq., September 11, 2018 - Obstacles Remain to Exercise of Voting Rights by Individuals with Disabilities
Emily A. Donaldson, CELA, August 12, 2018 - How to Handle SSI Overpayments
Neal A. Winston, CELA, August 5, 2018 - More Monitoring of Representative Payees
Kelly A. Thompson, Esq., June 3, 2018 - Planning for Mental Illness Flare-Ups
Shawn R. Majette, Esq., May 13, 2018 - How to Get Started with Special Needs Planning
Kelly A. Thompson, Esq., April 3, 2018 - The Impact of Tax Reform on Special Needs Planning
By James M. McCarten, Esq., March 25, 2018 - Dual Eligible Beneficiaries Under Medicare and Medicaid
By Amy C. O’Hara, CELA, March 18, 2018 - Does Your Child Quality for Supplemental Security Income? Dispelling Misconceptions.
By Scott C. Suzuki, Esq., Parenting Special Needs Magazine, March/April 2018 - Should You Transfer 529 College Savings to an ABLE Account?
By Robert B. Fleming, CELA, January 7, 2018 - Citizenship Status and Special Needs
By Barbara A. Isenhour, Esq., December 10, 2017 - Government Benefits for Vets with PTSD
By Kelly A. Thompson, Esq., November 26, 2017 - Crowdfunding Should Be Handled with Care
By Stephen W. Dale, Esq., October 7, 2017 - Changing Attitudes Towards Guardianship
By Scott C. Suzuki, Esq., September 23, 2017 - Avoiding SSI Reductions When An Adult With Disabilities Lives With Family
By Neal A. Winston, CELA, September 3, 2017 - Where Can Service Animals Go?
By Richard A. Courtney, CELA, August 22, 2017 - SSI Makes Allowances for Student Finances
By Mary L. Waltari, Esq., July 06, 2017 - Appealing Medicaid And SSI Decisions: Know Your Rights
By Ann N. Butenhof, CELA & Judith L. Bomster, Esq., June 22, 2017 - Recognizing and Preventing Abuse, Neglect and Exploitation of Individuals with Disabilities and Older Adults
By Roxanne J. Chang, JD, MS LLP, May 1, 2017 - The Fiduciary Pitfalls of Managing Special Needs Trusts That Own Real Estate
By Marielle F. Hazen, CELA, and Shirley B. Whitenack, Esq., CAP, NAELA Journal, Spring 2017 - How In-Kind Support and Maintenance (ISM) Affects Benefits
By Martha C. Brown, CELA, February 27, 2017 - Plan Early for Your Child’s Long-Term Security
By Scott C. Suzuki, Esq., Parenting Special Needs Magazine, Jan/Feb 2017 - A Place Of Her Own (Part II): The 2014 CMS Home and Community-Based Settings Rule
By James M. McCarten, Esq., January 3, 2017 - Retirement Funds and SNTs: Watch Out for the Details
By Andrew H. Hook, CELA, January 3, 2017 - The Special Needs Trust Fairness Act Is Law: Individuals with Disabilities Can Establish Their Own Trusts
By Morris Klein, CELA, December 23, 2016 - Managing Legal Settlements
By Neal A. Winston, CELA, November 17, 2016 - A Place Of Her Own
By James M. McCarten, Esq., November 9, 2016 - Government Programs for Children with Disabilities
By Mary L. Waltari, Esq., September 19, 2016 - Finding the Right In-Home Aide
By Paula L. Peaden, Esq., September 1, 2016 - How to Open an ABLE Account
By Stephen W. Dale, Esq., August 9, 2016 - Consider Sole Benefit Trusts for Medicaid Spend Down
By Jane Skelton, Esq., July 6, 2016 - Special Needs Trusts and Federal Student Aid
By Christopher W. Smith, Esq., May 25, 2016 - Don’t Delay Residential Planning
By Andrew H. Hook, CELA, April 4, 2016 - Strategies for Funding a Special Needs Trust
By James M. McCarten, Esq., March 15, 2016 - Special Needs and the Affordable Care Act
By Shirley B. Whitenack, Esq., February 9, 2016 - Trust Advisory Committees Can Guide Trustee Decisions
By B. Bailey Liipfert III, Esq., January 6, 2016 - Bullying: How to Protect Students with Disabilities at School
By Julian Gray, CELA, Empower, Fall 2015 - Transferring Guardianship Across State Lines
By Scott C. Suzuki, Esq., December 17, 2015 - Special needs trusts take planning
By Bernard A. Krooks, December 4, 2015 - Pairing Advance Directives with Supported Decision-Making
By Michael A. Kirtland, Esq., December 1, 2015 - Consider Special-Purpose Trusts When Facing Mental Illness or Substance Abuse
By R. Shawn Majette, Esq., November 17, 2015 - A Delicate Balance – How Working Affects Public Benefits
By Jefferey M. Yussman, October 30, 2015 - Elder Law: Must-do’s for parents of special needs children
By Amos Goodall, October 11, 2015 - Divorce, Financial Security and the Son or Daughter with I/DD
By Craig C. Reaves, CELA, October 8, 2015 - Ignoring Medicare Set-Asides Puts Coverage at Risk
Pi-Yi Mayo, CELA & Bryn Poland, Esq., Sept 16, 2015 - The ABLE Act and Your Special Needs Child
Paula L. Peaden, Richmond Times-Dispatch, May 29, 2015 - Elder Law: The ABLE Act is a useful alternative for people with disabilities
Julian Gray and Frank Petrich, Pittsburgh Post-Gazette, May 24, 2015 - Attorneys Use Technology to Better Serve Clients
Robert B. Fleming, CELA & Dennis S. Voorhees, Esq. - Special Needs Trusts: How Much Trouble Are They to Manage?
Robert B. Fleming, CELA and Bernard A. Krooks, CELA - SNTs, Qualified Disability Trusts and ABLE Accounts: Slashing Tax Liability
Ron M. Landsman, Esq. - Crossing State Lines: Special Needs Planning for Moving to a New State
Wendy H. Sheinberg, CELA - New Savings Accounts May Fund Care for Individuals with Disabilities
Morris Klein, CELA - ABLE Act Passes
Robert F. Brogan, CELA and Bernard A. Krooks, CELA, Exceptional Parent Magazine, February 2015 - Balancing Independence with Security Guardianship and Its Alternatives
Scott C. Suzuki, Esq., ParentingSpecialNeeds.org, Jan/Feb 2015 - Understanding a Child’s Right to Special Education
Mary T. Schmitt Smith, CELA, Empower, Fall 2014 - Government Benefits as a Foundation for Special Needs Planning
Barbara A. Isenhour, Esq. - Reverse Mortgages: The Good, the Bad, and the Ugly
Bernard A. Krooks, Esq., Exceptional Parent Magazine - Through a Parent’s Lens: When a Child Has Special Needs
Mary T. Schmitt Smith, CELA - SSDI Is Often a Lifeline
Rebecca L. Berg, CELA - When People with Disabilities Divorce
Barbara S. Hughes, Esq., and Edward V. Wilcenski, Esq. - Planning Ahead for Diminished Capacity
Trusts & Estates Magazine, Lawrence Frolik and Bernard A. Krooks - Getting Creative: Models for Filling the Housing Gap
Mary E. O’Byrne, Esq., and Stephen W. Dale, Esq. - Missing the Mark – Government Housing Programs for People with Special Needs
Mary E. O’Byrne, Esq., and Stephen W. Dale, Esq. - State Court Case Puts Trustees of Special Needs Trusts on Alert
Edward V. Wilcenski and Tara Anne Pleat, Estate Planning Magazine, March 2014 - Tough Choices: People with Disabilities Face Housing Crisis
Mary E. O’Byrne, Esq., and Stephen W. Dale, Esq. - Alzheimer’s and the Law: Counseling Clients with Dementia and Their Families (excerpt)
Rick Law, Esq., and Kerry R. Peck, Esq. - “Running START: First Steps for Writing the Letter of Intent”
Brian Neal Rubin, J.D., Parenting Special Needs.org, January 2014 - “High Potential: The Affordable Care Act for Individuals with Special Needs”
Marielle Hazen, Esq., Exceptional Parent, January 2014 - “Tips on the Affordable Care Act”
Shirley B. Whitenack, Esq. - “Harkin Report Cites Lack of Community Services”
Bridget O’Brien Swartz, Esq. - “Mental Illness Awareness Month: A Largely Unaddressed Epidemic”
Laurie Hanson, Esq. - “Is new exchange a disability game-changer?”
Bernard A. Krooks
Poughkeepsie Journal - “ACA’s Impact on the Elderly and Individuals with Special Needs”
Shirley B. Whitenack & Crystal West Edwards
New Jersey Law Journal - “Spousal Protection Trusts = Living Choices + Protection-in-Case-of-Emergency Trusts”
Renee C. Lovelace, CELA
Journal of Geriatric Care Management
Spring 2013 - “So the Neighbors Are Nosy and the Friends Are Pushy, What Does that Mean for the Geriatric Care Manager?”
Lance M. McKinney, CELA
Journal of Geriatric Care Management
Spring 2013 - “Structured Settlements and SNTs”
Jay Kearns, June 14, 2013 - “Reflections on Developmental Disabilities Awareness Month”
Reginald H. Turnbull, CELA, March 14, 2013 - “When a Sibling Has Special Needs”
Bernard A. Krooks, Esq., March 1, 2013 - “Family Members Should Consider Trust Protector Role”
Robert B. Fleming, CELA, February 19, 2013 - “Guardianship and Mental Illness”
Martha C. Brown, January 3, 2013 - “SNA Testifies Before Senate on VA Pension Eligibility”
Lois Zerrer, October 11, 2012 - “Microboards and Guardianship: A Team Approach”
Ann McGee Green, Esq., September 26, 2012 - “Supreme Court Healthcare Decision a Special Needs Boon”
Morris Klein, CELA, July 12, 2012 - “10 Must-have documents for parents of children with special needs”
Bernard A. Krooks, Friendship Circle Blog, June 12, 2012 - “Appealing Denials of Insurance Coverage”
Shirley B. Whitenack, Esq., SpecialNeeds.com, April 12, 2012 - “Being Heard: The Voting Rights of Individuals with Disabilities”
Stephen W. Dale, Esq., April 11, 2012 - “How Can I Get Involved in Development Disabilities Awareness Month in March?”
Bernard A. Krooks, CELA, Forbes.com, March 1, 2012 - March Is Developmental Disabilities Awareness Month
Robert B. Fleming, CELA - The Untapped Talent of Workers with Disabilities
Jefferey M. Yussman, Esq. - Tax Planning for Families With Special Needs
Bradley Frigon - Self-Advocacy’s Growing Momentum
Martha C. Brown - Education Rights & High Functioning Autism
Amy C O’Hara & Sheryl R. Frishman, Autism Spectrum News - Elder Law: Special needs trusts enhance lives of those with disabilities
Julian Gray & Frank Petrich, Pittsburgh Post-Gazette - Medicaid Agency Claims Against Personal Injury Recoveries of Beneficiaries
Ron Landsman, Trial Reporter, p. 9, Fall 2011 - Getting Medicaid to Pay for Care BEFORE Eligibility
Ron Landsman, Trial Reporter, p. 33, Fall 2011 - New Legislation Increases Utility of Special Needs Trusts
Jason Frank, Trial Reporter, p. 17, Fall 2011 - Advance Care Planning: Respecting End-of-Life Choices
by Doris E. Hawks - “Managing Alzheimer’s–straight talk and planning”
by Bernard A Krooks - Providing for a Loved One Through Special Needs Trusts
by Shirley B. Whitenack - Special Needs Settlement Planning: Preserving Public Benefits and Enhancing the Injured Party’s Quality of Life
by Shirley B. Whitenack and Regina M. Spielberg - Planning for Your Child’s Future… What Every Family of a Child with Special Needs Ought to Know
by Bridget O’Brien Swartz - A Distinction with a Difference: A Narrow Reading of Hobbs v. Zenderman (10th Cir. Sept. 1, 2009)
by Kemp Scales - Chart of Eligibility & Comparability Statutes
See also: SSI and Medicaid Eligibility For Beneficiaries of Self (embedded comment to cells C-10 & E-10) - The Ahlborn Case and What it Means to Recoveries
by H. Amos Goodall, Jr.
- What the Federal Tax Overhaul Means for Families with Special Needs
-
- Taxation of Special Needs Trusts
by Dennis Sandoval, CELA
A two-part article that first appeared in the NAELA News, published by the National Academy of Elder law Attorneys.
- Taxation of Special Needs Trusts
-
- What is a “Qualified Disability Trust” for Federal Income Tax Purposes?
by Ron M. Landsman and Robert Fleming
- What is a “Qualified Disability Trust” for Federal Income Tax Purposes?
- Dealing with Special Needs Trusts and Retirement Benefits
by Edward V. Wilcenski and Tara Anne Pleat
In planning for individuals with disabilities, advisors will find themselves wrestling with the often irreconcilable rules of the tax and public benefit financing systems. Yet there may be some planning options that will allow the best of both worlds.