Special Needs Planning: Ensuring a Smooth Transition
Planning for the future can feel daunting, but it doesn’t have to be. By taking the time carefully to plan now, you can ensure a smooth transition later.
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 [...]
Preparing for Tomorrow: What Parents of Adult Children with Special Needs Need to Know
For parents of children with special needs, growing older doesn’t just mean preparing for your retirement and worrying about creaky joints. Ensuring your adult child's future health, happiness, and financial well-being requires preparation, too.
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 [...]
Securing the Future: The Essential Role of Special Needs Planning and Financial Planning
This article is provided by Andrew Hook, CELA of Hook Law Center in Virginia Beach, VA. Andy is a founding member of the Special Needs Alliance, and also is a CERTIFIED FINANCIAL PLANNERTM (CFP®). He focuses on elder law, special needs planning, and asset protection.
When And How Do I Fund My Special Needs Trust for My Child with Disabilities?
This issue of The Voice® is written by 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.
Ten Common Mistakes in Special Needs Planning
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.
Your Estate Plan Is More Than a Special Needs Trust
This issue of The Voice® is written by SNA member Meghan Teigen, Esq. of Johnson Teigen, LLC in Fitchburg, Wisconsin. The firm specializes in special needs planning, estate planning, elder law, and estate and trust settlement.
Care and Caregiving Fees in Special Needs Trust Planning
This issue of The Voice® is by SNA member Rebecca Kueny of Kueny Law LLC. Located in Salem, Oregon, her firm covers the entire state of Oregon and focuses on special needs planning, disability benefits, estate planning, long-term care planning, and more.
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.
Fixing a Broken Trust
This issue of The Voice® was written by SNA member Catherine Wilson of McPherson, Rocamora, Nicholson, Wilson & Hinkle, PLLC, which is located in Durham, North Carolina and serves the areas of Durham, Raleigh, Chapel Hill and beyond. Catherine focuses on estate planning, special needs planning, guardianships, taxation law, and trust and estate litigation.
Developing an Estate Plan for Parents of Children with Disabilities: A 15-Step Approach
The Voice is the e-mail newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance member Laurie Hanson, Esq., a shareholder in the Minneapolis, Minnesota, elder law firm of Long, Reher & Hanson, P.A. with the help of her law clerk, Christine Jensen. The firm's focus is to provide positive strategies for individuals who are aging or living with disabilities to help them live as independently as possible for as long as possible. Laurie concentrates her practice exclusively in the areas of government benefit eligibility, special needs trusts, trust and public benefit litigation, estate planning, and planning for incapacity. She is the past president of the Elder Law Section of the Minnesota State Bar Association and is repeatedly named a super lawyer in the field of elder law by her peers.
Insurance and Other Concerns for Parent/Caregiver
You are reading The Voice, the e-mail newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance member Donna Bashaw of Laguna Hills, California. Ms. Bashaw is a former President of the National Academy of Elder Law Attorneys, and she is certified by the National Elder Law Foundation as a Certified Elder Law Attorney.