Monthly Archives: August 2011

Care Managers: Professionals Who Make It Personal


By Dennis Sandoval, Certified Elder Law Attorney (CELA) The role of care manager developed over the past decade, originating in the field of eldercare to handle situations in which there were no nearby relatives to assist aging individuals. Responsibilities can vary greatly. A care manager may be needed to ensure that someone with a mental [...]

Care Managers: Professionals Who Make It Personal2014-08-13T19:15:58+00:00

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 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.

Utilizing the Spend Down Option to Maintain SSI and/or Medicaid Eligibility2019-08-26T19:30:50+00:00

Why Siblings Shouldn’t Be SNT Trustees


By Steve Dale It may be counter-intuitive, but when considering trustees for your child's special needs trust (SNT), naming a sibling - or another family member - is not a good idea. Having them on the front line for day-to-day activities could be a disservice to everyone involved. A more successful model, instead, casts them [...]

Why Siblings Shouldn’t Be SNT Trustees2014-08-20T21:00:10+00:00