Finding Answers Social Security Benefits

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.

Turning 65: Changes to Consider for Individuals with Special Needs

When a family member approaches age 65, there are often significant changes to benefits and supports. In addition, there are opportunities that can offer future benefits to your loved one that need to be addressed, some before your loved one turns 65. What services may be changing? What do family members need to know? To help prepare for this transition, we have highlighted some of the top considerations.

The Top 5 Things to Know When Your Child With Disabilities Turns 18

The eighteenth birthday of a child with special needs marks the beginning of significant changes regarding the benefits and services they can receive. While there are many things to consider, we have outlined the top five to help you prepare for your child’s major milestone.

Government Programs for Children With Special Needs

For parents of a child with special needs, the support and resources needed can feel overwhelming. The Special Needs Alliance is a national alliance of attorneys for special needs planning.While some resources vary by state, there are government programs that can help alleviate some of the most urgent issues. The following provides an overview of the most popular offerings.

What Happens To My Child’s Social Security Benefit Upon Marriage?

This issue of The Voice® was written by SNA member Heather Conder, and her colleague Evan Barrett, who both work in the law firm of SNA member Charlene Quade, Esq. of C.K. Quade Law, PLLC. The firm was created with the desire to advocate for families and loved ones caring for children and adults with special needs. Located in Boise, Idaho, the practice serves clients in Idaho.

What, Where, Why, and When must a Special Needs Trust Be Reported to Government Agencies?

This article for The Voice® was written by Emily B. Kile, Esq. of Scottsdale, Arizona. Emily is a partner at Kile & Kupiszewski Law Firm, LLC. Emily has been practicing law since 1993.  She is a member of the Special Needs Alliance. Her practice areas include special needs planning, probate, trust administration, long term care planning and guardianship/conservatorship matters.  Emily is also a licensed fiduciary. She serves as Trustee, Conservator and Financial Agent for individuals. Emily is a past chairperson for the Elder Law, Mental Health & Special Needs Planning section of the State Bar of Arizona. Please visit her at: www.kilekuplaw.com

The Social Security Administration’s Special Needs Trusts Review Process

A Supplemental Security Income (SSI) recipient is eligible to receive a monthly cash benefit when the Social Security Administration (SSA) determines that, among other eligibility criteria, the recipient’s income and resources fall below certain limits. Generally, the SSA includes funds held in trust for the benefit of the recipient towards this resource limit; however, funds [...]

When Medicaid or SSI Benefits are Denied or Terminated – Now What?

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance members Ann N. Butenhof, CELA and Judith L. Bomster, Esq., of Butenhof & Bomster, P.C., in Manchester, New Hampshire. Both Ann and Judith focus their practices on estate planning, special needs planning, elder law, and probate and trust administration. Ann is a Certified Elder Law Attorney and a Fellow of the American College of Trust and Estate Counsel (ACTEC). Judith currently serves on the Ethics Committee of the New Hampshire Bar Association, and was the primary drafts person for New Hampshire's first pooled special needs trust program for third party trusts. Both Ann and Judith are members of the National Academy of Elder Law Attorneys (NAELA).

SSI Overpayments: How Does It Happen and What Can One Do?

This issue of The Voice was written by Special Needs Alliance member Tara Anne Pleat, Esq., a founding partner of the law firm of Wilcenski & Pleat PLLC in Clifton Park, New York. She practices in the areas of Special Needs Planning, Elder Law, and Trust and Estate Planning and Administration. Tara writes and lectures frequently on issues affecting individuals with disabilities and their families.

Utilizing the Spend Down Option to Maintain SSI and/or Medicaid Eligibility

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance member Carol S. Battaglia, Esq. of San Diego, California. She is one of the authors of Special Needs Trusts: Planning, Drafting and Administration, published by the State Bar of California. Carol also serves as counsel to the Special Needs Trust Foundation of San Diego, a charitable pooled special needs trust. Her practice is limited to the creation of estate plans using special needs trusts and assisting trial lawyers in implementing special needs trusts and other strategies to receive an injured party's settlement funds while maintaining eligibility for government assistance.

Comparing Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI)

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance members Ann N. Butenhof, CELA and Judith L. Bomster, Esq., of Butenhof & Bomster, PC, in Manchester, New Hampshire (www.butenhofbomster.com). Ann and Judith focus their practices on estate planning, special needs planning, elder law and probate and trust administration. Both are members of the National Academy of Elder Law Attorneys and the local New Hampshire chapter ("NH NAELA").

Ann is a Certified Elder Law Attorney, a Fellow of the American College of Trust & Estate Counsel, has been listed as one of New Hampshire's Top Lawyers since 2003, and has been designated one of New England's Super Lawyers.

Judith currently serves on the Board of NH NAELA, on the Ethics Committee of the New Hampshire Bar Association, and was the primary draftsperson for New Hampshire's first pooled special needs trust program for third-party trusts, a program launched in 2010 by the Enhanced Lives Options Group, a New Hampshire non-profit organization that manages several pooled special needs trust programs.

Signing the Social Security Application

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance member H. Amos Goodall, Jr., CELA, of State College, Pennsylvania. Mr. Goodall is a Certified Elder Law Attorney (by the National Elder Law Foundation), and has practiced law since 1976. He is also a Fellow of the American College of Trust and Estate Counsel, and a member of the National Academy of Elder Law Attorneys. Mr. Goodall primarily works in special needs and elder law planning, business organization planning, and real estate and business litigation.

What Property May a Person Receiving SSI Own?

The Voice is the e-mail newsletter of The Special Needs Alliance. The author of this installment, John S. Kitchen, Esq., has written articles published by the National College of Probate Judges and the Research Institute of America (RIA), and has drafted special needs trusts legislation enacted into law in New Hampshire. John has given presentations concerning special needs trusts at national conferences of the National Guardianship Association, ARC, National PLAN Alliance and Special Needs Alliance, as well as at the National Press Club in Washington, D.C. in a program sponsored by the National Disability Institute. John has a family member with disabilities, and he is a member of the Special Needs Alliance.