THE VOICE

Naming a Special Needs Trust as Beneficiary of Your IRA or Retirement Plan

This issue of The Voice® is written by Lisa Nachmias Davis, CELA, a partner in the New Haven, Connecticut firm of Davis O’Sullivan & Priest, LLC. If you’re reading this article and have a child or family member with special needs, you’ve probably already set up a third-party special needs trust (sometimes called a supplemental [...]

Care Managers and How They Support Individuals with Disabilities

This issue of The Voice® was written by SNA member Kristen M. Lewis of Harrison, LLP in Atlanta, Georgia. Her firm focuses on special needs, estate and trust administration, guardianship and conservatorship, and estate planning. A professional care manager may be the most valuable – yet least recognized – member of a family’s team of [...]

2025-01-29T11:42:08-05:00Tags: |

When A Self-Settled Special Needs Trust May Not Be the Best Option: Thinking Outside of the Box

This issue of The Voice® is written by SNA member Thomas Begley, CELA of Begley Law Group in Moorestown, New Jersey. His firm specializes in special needs planning, special needs trusts, guardianship, and estate planning. When a personal injury settlement is received, the first reaction for many people is, “Let’s use the money to fund [...]

Supplemental Needs Trust Distribution and Special Needs Housing Subsidies

This issue of The Voice® is written by SNA member Kristin L. Steckbeck with Dale, Huffman & Babcock in Bluffton, Indiana. Serving northeastern Indiana, her firm focuses on special needs planning, estate planning, long-term care planning and probate, estate, and trust administration. Administering a supplemental need trust (SNT) for a beneficiary receiving federally subsidized [...]

2024-11-25T11:17:41-05:00Tags: , , |

Sexual Expression, Health, and Relationships of Persons with Disabilities

This issue of The Voice® was written by SNA member Kristen M. Lewis and her colleague Emma H. Barry, both of Harrison, LLP in Atlanta, Georgia. Their firm focuses on special needs, estate and trust administration, guardianship and conservatorship and estate planning. People with disabilities were created as sexual beings, just like people without [...]

2024-10-17T08:21:27-04:00Tags: , |

Three Ways to Avoid a Reduction in SSI Benefits Due to In-Kind Support and Maintenance (ISM)

This issue of The Voice® is written by SNA member Rachel Trafton, Esq. of Maine Elder Law Firm LLC in Bangor, Maine. The firm focuses exclusively on the legal needs of aging Mainers and people with disabilities, including special needs planning, long-term care planning and estate and trust administration.