Monthly Archives: January 2012

Medicaid and Special Needs

2019-08-26T19:29:30+00:00

By Carol Battaglia, Esq. Medicaid, jointly funded by the federal government and individual states, is arguably the most important public benefit available to individuals with disabilities. While eligibility guidelines, services and payment rates vary widely, the federal government requires that all state Medicaid programs pay for physician visits, prescriptions, hospitalization, lab work, x-rays and nursing [...]

Medicaid and Special Needs2019-08-26T19:29:30+00:00

A Short Primer on Trusts and Trust Taxation

2019-08-26T19:29:33+00:00

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance members Barbara S. Hughes of Madison, Wisconsin and Tara Anne Pleat of Clifton Park, New York. Barbara is a partner in the law firm of Hill, Glowacki, Jaeger & Hughes, LLP, where her practice is focused on special needs planning, elder law, and general estate planning and administration. A Fellow and past board member of the National Academy of Elder Law Attorneys (NAELA), in recent years she has consistently been recognized as one of the city's best attorneys in Madison Magazine and selected as a Wisconsin estate planning and probate Super Lawyer in Law and Politics Magazine, ranking since 2009 as one of Wisconsin's 25 top women attorneys. Tara is 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.

A Short Primer on Trusts and Trust Taxation2019-08-26T19:29:33+00:00

Advocacy in an Election Year

2019-06-26T10:39:45+00:00

By Lois M. Zerrer It's an election year, and budget discussions at all levels of government are threatening decades of progress on behalf of individuals with disabilities. The stakes are high, and campaigning officials will be especially open to conversations with their constituents. If you've never before advocated with elected representatives, this is a good [...]

Advocacy in an Election Year2019-06-26T10:39:45+00:00

Using Pooled Trusts In Estate Planning

2019-07-01T17:49:03+00:00

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance member Stuart D. Zimring of North Hollywood, California. Mr. Zimring is the lead author of "Fundamentals of Special Needs Trusts" and co-author of "California Guide to Tax, Estate & Financial Planning for the Elderly" (both published by LexisNexis). He is certified as a specialist in Estate Planning, Probate and Trust Law by the Board of Specialization of the State Bar of California and is a Fellow of both the National Academy of Elder Law Attorneys and the American College of Trust & Estate Counsel. He serves on the boards of directors of several not-for-profit organizations focusing on the needs of seniors and those with disabilities, including ONEgeneration in Southern California and the National Senior Citizens Law Center.

Using Pooled Trusts In Estate Planning2019-07-01T17:49:03+00:00

The Letter of Intent: Advice for the Future Team

2019-06-26T10:43:30+00:00

By Brian Rubin, Attorney and Parent of a 31-Year-Old Son with Autism A letter of intent (LOI), also referred to as a letter of guidance, is a roadmap for your child's "Future Team," the future trustees, guardians, and caregivers (both family and professional service providers). No one knows and understands your child as you do, [...]

The Letter of Intent: Advice for the Future Team2019-06-26T10:43:30+00:00

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