SNA Supports Omitting Food from Social Security In-Kind Support and Maintenance Calculations
Read the April 17, 2023 letter from SNA and the Alliance of Pooled Trusts supporting the SSA’s proposal to omit food from in-kind and support maintenance (ISM) calculations.
SNA Special Needs Trust Improvement Act Becomes Law
The Special Needs Trust Improvement Act (S.4426/HR 8625) is the SNA developed legislation that allows a charitable organization to be named as a remainder beneficiary of a trust that is established for a person who has a disability or is chronically ill. This legislation was included in both the EARN Act and as part of the Secure 2.0 Act of 2022 and passed in the Consolidated Omnibus Appropriations Act of 2023 Public Law 117-328 (Section 337 on page 915) . It was signed into law by President Biden on December 29, 2022.
Documents
Special Needs Alliance Announces Passing of the Special Needs Trust Improvement Act of 2022
SNT Improvement Act 2023 -FINAL
Special Needs Trust Improvement Act of 2022 – SNA Legislative Alert June 2022
Senators Young and Hassan Press Release on the Special Needs Trust Improvement Act of 2022, Introduced at the Request of SNA
Special Needs Trust Improvement Act of 2022
SNA comments on Proposed SECURE Act Regulations
The Special Needs Trust SECURE Act of 2021 Alert
SNA Letter to Treasury Department on SECURE-May 29, 2020
SNA Support Letter for Senators Collins and Casey Guardianship Bill – February 27, 2019
As the President of the Special Need Alliance, I write to share our strong support for your work on guardianship issues and specifically your legislative initiative entitled the “Guardianship Accountability Act.”
SNA Press Release on Richard Courtney Energy and Commerce Committee Testimony
September 18, 2015 (Washington, DC) – Just more than a week after the U.S. Senate passed by unanimous consent the Special Needs Trust Fairness Act, Richard (Rick) A. Courtney, CELA, CAP, appeared before the U.S. House Energy and Commerce Committee Subcommittee on Health to testify…
Richard Courtney Testimony on Special Needs Trust Fairness Act September 18, 2015
Good morning. Chairman Pitts, Ranking Member Green, and members of the subcommittee, I congratulate you on holding this hearing to examine ways that the Medicaid program can be strengthened to better serve its beneficiaries.
SNA ABLE Comment Letter to the Internal Revenue Service-September 21, 2015
As the President of the Special Needs Alliance (SNA), I am writing in response to the Notice of Proposed Ruling Making (NPRM) with respect to the Stephen Beck, Jr., Achieving a Better Life Experience (ABLE) Act, codified in part at 26 U.S.C. § 529A.
SNA Comments in Opposition to the Department of Veterans Affairs Pension Regulations
As the President of the Special Needs Alliance (SNA), I am writing in response to the Department of Veterans Affairs’ proposal to amend its regulations governing entitlement to VA pension.
Summary of VA Changes to 38 CFR Part 3 – By Robert L. McClelland, JD, LLM, CELA
Among other things, our Special Needs Alliance is focused on the estate planning objectives to protect public benefits eligibility for clients affected by disability as defined in applicable statutes, regulations, policies and agency interpretations.