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Category: ABLE Accounts
- How ABLE Accounts Can Work Effectively With Section 8 Housing
- Regulations Governing ABLE Accounts
- DEAR GRANDMA AND GRANDPA…
- Customizable Visa Card Offers Flexibility to Beneficiaries
- Taxes Can Get Complicated for Families with Special Needs
- Should a Special Needs Trust Pay for Medical Marijuana?
- Is Self-Employment Right for You?
- When Should a Special Needs Trust Be Updated?
- SNA and ANRC Partner on ABLE Education
- SNA and ANRC Partner on ABLE Education (Press Release)
- The Impact of Tax Reform on Special Needs Planning
- Should You Transfer 529 College Savings to an ABLE Account?
- Crowdfunding Should Be Handled with Care
- Changing Attitudes Towards Guardianship
- Avoiding SSI Reductions When An Adult With Disabilities Lives With Family
- ABLE Accounts and SNTs: How to Choose?
- ABLE Implementation: Fall 2016 Update
- Expanding ABLE: Three Bills to Improve the ABLE Program
- When Should You Consider a Pooled Trust?
- How to Open an ABLE Account
- Special Needs Trusts and Federal Student Aid
- Income Taxes and Special Needs
- Implementing the ABLE Act
- SNTs, Qualified Disability Trusts and ABLE Accounts: Slashing Tax Liability
- Crossing State Lines
- New Savings Accounts May Fund Care for Individuals with Disabilities
- Congress Passes ABLE Act
Category: Abuse
- World Elder Abuse Awareness Day Is June 15th
- Financial Abuse of Individuals with Disabilities
- Recognizing and Preventing Abuse, Neglect and Exploitation of Individuals with Disabilities and Older Adults
- Preventing the Abuse of Individuals with Disabilities
Category: Adoption
- Adopting a Child With Special Needs by Fostering First
- In Case You Missed This: Adopting A Child With Special Needs
- Adopting a Child with Special Needs
- Fixing a Flawed Special Needs Estate Plan
Category: Advance Directives
- Preparing for Dementia
- Pairing Advance Directives with Supported Decision-Making
- Having Your Say: What if Advance Directives Are Ignored?
- Do Not Hospitalize Directives Often Confuse
Category: Advocacy
- SNA Public Policy: Advocating for Adult Children
- Disability Community Represents 20% of Voters
- Self-Advocate’s Golden Gate Adventure
- Mediation Promotes Relationships, Dignity and Choice
- “Wings for All” Activists Make a Dream Come True
- Special Needs Alliance Launches New, Enhanced Website
- Call to Action! Ask Federal Legislators to Co-Sponsor Bills Benefiting People with Disabilities
- Full Funding of the IDEA Critical for Our Children
- Wings for All® Takes the Fear Out of Flying
- Robert Fechtman Elected President of Special Needs Alliance®
- Recommended Books for the Special Needs Community, Second Installment
- Mother and Son Activists Shared Story in Far from the Tree
- Connecting Through Sports
- Travelers with Special Needs Learn Ins and Outs of Airports
- Developmental Disabilities Awareness Month: A Time to Reflect
- Kids with Special Needs Learn about Air Travel
- Building Lyn’s Future Plan: Through the Lockes’ Eyes
- Political Advocacy by Parents of Children with Disabilities
- How You Can Promote Supported Decision-Making for People with Intellectual and Developmental Disabilities
- Justice Department Upholds Rights of Seniors with Disabilities
- Americans with Disabilities Act Turns 25
- Disability Policy Seminar 2015 – Get Involved and Get the Facts!
- Developmental Disabilities Awareness Month: Opportunities and Misconceptions
- Recommended Books for the Special Needs Community
- New Congress: Opportunities for New Champions
- The Arc’s Center for Future Planning Launches Website!
- The Arc’s Chapters – Making the Future More Secure for Families Across the Country
- PBATS and The Arc Join Forces to Promote Inclusion
- Call to Action! Ask Federal Legislators to Co-Sponsor Bills Benefiting People with Disabilities
- The Arc Launches New Center for Criminal Justice and Disability
- The Arc Reacts to Startling New Bureau of Justice Statistics on Crimes against People with Cognitive and Other Disabilities
- Young Artist with Autism Finds Critical Acclaim
- Reflections on Developmental Disabilities Awareness Month
- Mental Illness Awareness Month
- March Is Developmental Disabilities Awareness Month
- Self-Advocacy’s Growing Momentum
- Not Accepting “No”: Tips on Advocating Change
- Keeping Seniors with Developmental Disabilities in the Community
- Graduating from Special Ed, Anticipating College
- The Katie Beckett Difference
- How to Fight Bullying
- A Self-Advocate’s Perspective
- Sibling Perspectives on Special Needs
- Making a Difference with Sports
- Advocacy in an Election Year
- Better Advocacy Through Acronyms
- Advocacy for Parents of Children with Disabilities
- Remembering Harriet McBryde Johnson
Category: Caregiving
- COVID-19 Testing: What You Need to Know
- The Pandemic Is Tough on Caregivers
- NURSING HOME VISITS BALANCING HELP AND HARM
- The Pitfalls of Paying Family Members to Provide Care
- Nursing Home Visit Policies in Flux
- Nursing Home Visitation Guidelines Cause Concern
- Letter of Intent Gives Valuable Advice to Future Caregivers
- Five Activities to Improve Your Child’s Communication Skills
- In Case You Missed This: Choosing Summer Camp for Kids with Disabilities
- Roundup: Inheritances/Caregivers/Court Filings
- New Rule Would Ban Required Arbitration in Nursing Home Disputes
- Finding the Right In-Home Aide
- I Just Want to Raise My Child:
- Roundup: Family Case Study/Modified Curriculums/Paying Home Care Workers
- Choosing Summer Camp for Kids with Disabilities
- Roundup: When You Suspect a Disability/Guardianship Mediation/Nursing Home Discharges
- Katie Beckett Waiver Brings Home Care to Kids with Serious Disabilities
- Celebrating the Holidays When a Child Has Special Needs
- Glut1 Deficiency Syndrome: A Little-Understood Disability
- Back-to-School Tips for Children with Special Needs
- Making the Most of Summer Vacation
- Medicare Observation Status: Denying Medicare Coverage for Skilled Nursing Home Care
- Child Support for an Adult Child with Disabilities
- Preparing Seniors for Long-Distance Travel
- Through a Parent’s Lens
- Blog Roundup: Robot Caregivers/Medicare Changes/Marriage Under Guardianship/Community Care for Seniors
- Blog Roundup: Home and Community Care/Least Restrictive Environment/”Sole Benefit” SNT Distributions/Hospitals and Family Caregivers
- Blog Roundup: Caregiving Spouses/SNTs and Child Support/Home- and Community-Based Care
- Choosing the Right Nursing Home
- Care Managers Can Reduce Family Pressures
- Home Care for Alzheimer’s
- Caregiving in a Digital World
- Caregiver Burnout Hurts the Entire Family
- Caregiver Agreements Can Clarify Family Roles
- Alzheimer’s Alters Family Roles
- The Emotional Journey of Families with Special Needs
- What Makes Autism so Uniquely Stressful?
- The Letter of Intent: Advice for the Future Team
- CLASS Act’s Demise Underscores Long-Term Care Crisis
- Care Managers: Professionals Who Make It Personal
- The Pitfalls of Caregiver Employment: Paying, Withholding, and Reporting Requirements
Category: COVID-19
- Understanding COVID-19 and the Pandemic
- Be Alert to Covid-19 Scams
- Understanding the Stimulus Check Program
- Roundup: Special Ed and Coronavirus/ Coping with Early Dementia/Standalone Special Needs Trusts
- Isolation Tips for Families with Special Needs
Category: Divorce
- Preserving SSI When Divorcing Parents Have a Child with Disabilities
- When People with Disabilities Divorce
- Divorce and Children with Special Needs
- Divorce Settlements Can Imperil Public Benefits
Category: Education
- Special Education During COVID – What You Need to Know
- What Parents Need to Know about Special Education Rights
- Roundup: Never Too Late to Plan/Family Leave and IEPs/Trustee Surcharges
- Looking Ahead: Transition Planning for Life After School
- Bullying and Kids with Disabilities
- Special Ed Needs Flexibility
- Where Can Service Animals Go?
- Supreme Court Special Ed Decision Leaves Questions Unanswered
- SSI Rules for Students
- Tips for Negotiating the Best IEP
- Roundup: Supported Decision-Making/Bullying/Pre-Dementia Planning
- Bullying of the Special Needs Child and What Parents Can Do
- A College Freshman with Learning Differences
- Blog Roundup: Service Dogs/Health Care Surrogates/Educating Kids in Nursing Homes
- Blog Roundup: PI Settlements/College Supports/Eldercare/Employment/SNTs & SSI
- Preparation Pays at Special Ed Meetings
- Making School Sports Accessible
- Music as a Healing Art
- Special Education Under Siege
- The Education Power of Attorney: Empowering Students with Disabilities
Category: Education & Employment
- Life After High School Challenges, Options, and Opportunities for Individuals with Disabilities
- Domenic and Ed’s Law Provides Loan Relief to Parents of Students with Disabilities
- Training Workers with Disabilities and Educating Employers: Moji Coffee + More
- The Top 5 Things to Know When Your Child With Disabilities Turns 18
- Helping Your Special Needs Child with Employment
- Eight Ways to Help Your Child with Special Needs Succeed with Online Learning
- Managing Virtual Learning for Students with Special Needs
- How long do you have to work for Social Security Disability Insurance benefits if you are 30 and younger?
- Is There a Place for a Family Member with Special Needs in The Family Business?
- Work History Requirements for Social Security Disability Insurance
- How Work Can Affect Title II Disability Benefits Part II: Ticket to Work and Extension of Medicare and Medicaid Benefits
- Can you Work While on a Disability
Category: Employment
- Roundup: Back to Work/Money Management/SSI
- Paid Family and Medical Leave: The Disability Angle
- Coaches Can Help Job-Seekers with Disabilities
- A Delicate Balance – How Working Affects Public Benefits
- The Untapped Talent of Workers with Disabilities
- The Do’s and Don’ts When Hiring an Employee with Special Needs
- The Search for Community-Based Jobs
Category: Estate Planning
- Millennials and Estate Planning
- Special Needs Beneficiaries Can Be Explicitly Included in Estate Planning
- Who Will Protect Your Child from You?
- Special Needs Estate Planning for Families with Special Needs: Top 10 Action Steps
- Finding a Balance of Autonomy, Support, and Assistance: Using Supported Decision-Making Agreements and Powers of Attorney
- Terminating a Special Needs Trust
- Strategies for Funding a Special Needs Trust
- How to Assess Future Life Needs for a Loved One with a Disability
- Understanding SNT Groundrules Can Avoid Disappointment
- Letter of Intent
- Does My Child Need a Guardianship?
- Developing an Estate Plan for Parents of Children with Disabilities: A 15-Step Approach
- Thinking It Through
- Updating Your Special Needs Trust – Begin with a Self Review
- Your Special Needs Trust (“SNT”) Defined
- Funding a Special Needs Trust with Life Insurance
- To Plan or Not to Plan – That Is Not the Question
- A Short Primer on Trusts and Trust Taxation
- Decisions Arising with the Death of a Child
- The Other Special Need: Planning for Those with Severe Mental Illness
- Crummey Doesn’t Mean Lousy
- 18, 19, 21 Candles on that Cake
- Top Ten Tips When Planning For Special Needs
- “I’m Glad She Did That”
- Letter of Intent
- Peering Into the Crystal Ball: Planning for Potential Disability
- Realistically Assessing an Exceptional Child’s Future
- Planning Your Estate: When a “Simple Will” Won’t Suffice
- What to Pay Before Funding a Special Needs Trust
Category: Finances
- Tax Considerations When Moving to Another State
- Avoid This Common Banking Error
- Is My Money Safe?
Category: First Party Special Needs Trusts
- What is a special needs trust anyway?
- What, Where, Why, and When must a Special Needs Trust Be Reported to Government Agencies?
- Filing a Tax Return for a Special Needs Trust: What a Trustee Needs to Know at Tax Time
- End-of-Year Tax Considerations
- Tax Planning for Families With Special Needs
- Taxes and Special Needs Trusts
Category: Government Benefits
- Fixing a Broken Trust
- Government Programs for Children With Special Needs
- Using A Sole Benefit Trust for Medicaid Spend Down
- Customizable Visa Card Aids Financial Independence
- Special Needs Trusts Do More than Protect Benefits
- In-Kind Support and Maintenance – A Trap for the Unwary
- Understanding the Role of Social Security Representative Payee
- Managing Retroactive SSI Benefits
- How In-Kind Support and Maintenance (ISM) Affects Benefits
- Roundup: Decisions for Minors/Aid & Attendance/SNT Cost-Benefit
- How to Handle SSI Overpayments
- More Monitoring of Representative Payees
- Housing: A Big Piece of Puzzle for Ensuring Your Loved One’s Future
- How to Get Started with Special Needs Planning
- Dual Eligible Beneficiaries Under Medicare and Medicaid
- Citizenship Status and Special Needs
- Government Benefits for Vets with PTSD
- Appealing Medicaid And SSI Decisions: Know Your Rights
- The Social Security Administration’s Special Needs Trusts Review Process
- American Health Care Act Sparks Controversy
- Proposed Changes to Public Benefits Create Confusion
- A Place Of Her Own (Part II)
- Government Programs for Children with Disabilities
- Roundup: Subsidized Housing/Nursing Home Contracts/Alzheimer’s
- Consider Sole Benefit Trusts for Medicaid Spend Down
- Bipartisan Policy Center Recommends Long-Term Care Innovations
- Special Needs and the Affordable Care Act
- Long Waiting Lists for Community Services Deny ADA Rights
- Representative Payee for Social Security Benefits
- Distributions from Special Needs Trusts: In Kind Distributions, Credit Cards, Gift Cards, or Debit Cards
- Roundup: Special Needs Trusts/Vets with Disabilities/Medicare
- Ignoring Medicare Set-Asides Puts Coverage at Risk
- Understanding the Role of Representative Payee
- When Good Fortune Means Upheaval: Careful Spend Downs Can Preserve Vital Benefits
- Government Benefits as a Foundation for Special Needs Planning
- SSDI Is Often a Lifeline
- Considerations when Initiating or Settling a Personal Injury Action
- When Parents Can’t Pay
- Attorneys Explain Interplay of SNTs and Medicare Set-Asides
- Missing the Mark – Government Housing Programs for People with Special Needs
- The Affordable Care Act and Personal Injury Awards
- Understanding VA Disability Benefits
- Working With the Social Security Administration: Some Thoughts for the Perplexed
- The Affordable Care Act and Its Impact on Individuals with Special Needs
- Harkin Report Cites Lack of Community Services
- Looming Budget Deadlines Threaten Safety Net
- When Medicaid or SSI Benefits are Denied or Terminated – Now What?
- Obtaining Disability Benefits for a Child with Special Needs
- Unfinished Business
- Liability for Medicare Set-Asides Largely Undefined
- Military Survivor Benefits and SNTs
- It’s Déjà Vu All Over Again
- How Will the Affordable Care Act Affect SNTs?
- CCD Task Force Seeks to Improve Social Security Processes
- “Less Visible” Federal Programs Could Feel Budget Ax
- SSI Overpayments: How Does It Happen and What Can One Do?
- Military Families Face Legal Inequities
- VA Benefits: A Broken Bureaucracy
- SNAP! Food Assistance for Persons with Disabilities
- Charitable Intentions – Uncharitable Results
- Citizenship Status and Disability Benefits
- Private Disability Insurance
- Benefits for Special Needs Children of Civil Service Employees
- Medicaid and Special Needs
- Military Life Complicates Care Plans for Dependents with Special Needs
- Balancing Wages with Public Benefits
- Utilizing the Spend Down Option to Maintain SSI and/or Medicaid Eligibility
- Transition Planning Should Start Early
- The Danger of Medicaid Block Grants
- Planning for Adult Children with Disabilities
- Buying a House for a Special Needs Beneficiary: Proceed with Care!
- The Pre-Existing Condition Insurance Plans (PCIP) Under 2010’s Health Care Reform Law
- The Impact of Special Needs Trusts on Eligibility for Subsidized Housing
- Comparing Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI)
- The Past, Present and Future of Community Living for Persons with Disabilities – A Christmas Carol
- What Health Reform Means for Persons with Disabilities
- Veteran’s Benefits
- Planning Options With Retirement Benefits
- Retirement Accounts and Government Benefits
- Housecleaning? Please Don’t Pitch These Records!
- Signing the Social Security Application
- Medicare Premium Rules Will Affect Some Large Trusts
- The Secret of When Less Is More
- What Property May a Person Receiving SSI Own?
- Beware of UTMA Accounts
- Subsidized Housing and Special Needs Trusts
Category: Guardianship
- Legal Document Inventory for Individuals Engaged in Supported Decision-Making Arrangements
- Supported Decision-Making in the US: History and Legal Background
- Roundup: Monitoring Organizational Payees/ Moving a Guardianship/Special Education Attorneys
- Guardianship Should Be a Last Resort
- Sometimes Less is More – Alternatives to Plenary Guardianship
- Obstacles Remain to Exercise of Voting Rights by Individuals with Disabilities
- Planning for Mental Illness Flare-Ups
- Transferring Guardianship Between States
- Guardianship and Mental Illness
- Microboards and Guardianship
- Guardianship Varies by State
Category: Housing
- How Do Fair Market Values on Housing Affect SSI Payments?
- A Place Of Her Own
- Getting Creative: Models for Filling the Housing Gap
- Tough Choices: People with Disabilities Face Housing Crisis
- Head Over Heart Moving to a Group Home
- Don’t Forget Living Space Adaptations When Planning for Special Needs
- Buying a House – More Questions
- Community-Based Residences Make Social and Economic Sense
- The Mission Project
Category: In-kind Support and Maintenance (ISM)
Category: Loud & Clear
- Setting Up a Small Group Home
- Childhood Disability Benefit Fairness Act
- Understanding the Role of a Professional Special Needs Trust Trustee
- Understanding Medicaid Work Requirements: What Families Need to Know
- AI Tools Opening New Doors for Adults With Special Needs
- AI in the Classroom: Creating New Opportunities for Students with Special Needs
- Special Needs Planning: Ensuring a Smooth Transition
- Preparing for Tomorrow: What Parents of Adult Children with Special Needs Need to Know
- What’s So Great About Supplement Security Income & Medicare for Adults with Special Needs
- Securing the Future: The Essential Role of Special Needs Planning and Financial Planning
- Brooke Ellison. A Life with Purpose and Resilience
- Unpacking the New Web Content Accessibility Guidelines
- Locating Inpatient Mental Health Treatment for People with Disabilities
- Tips for Securing Long-Term Nursing Care for Individuals with Developmental Disabilities
- Powers of Attorney and Your Child with Special Needs
- Long-Term Care Planning for Children with Disabilities
- Special Needs Planning: Ensuring a Smooth Transition
- Divorce and Children with Special Needs
- Transferring Guardianship Between States
- Tips for Navigating an IEP Meeting: A Guide for Parents & Guardians
- Preparing Young Adults with Disabilities for College
- Buying a House with a Third-Party Special Needs Trust and Medicaid Repayment
- Turning 65: Changes to Consider for Individuals with Special Needs
- Understanding and Navigating the Caregiver Shortage
- What to Know When Your Child With Disabilities Turns 22
- Pursuing a Temporary 504 Plan
- Government Benefits for Vets with PTSD
- Assisted Housing Options for Adults With Special Needs
- How to Assess What’s Important to Families with Individuals with Special Needs in a New City
- Setting Up a Small Group Home
- Naming a trustee for your loved one
- Tips on Staying Organized when Managing the Affairs of a Loved One with Disabilities
- The Value of An Attorney’s Network
- Take Full Advantage of VA Benefits for Children with Disabilities
- Voices of Experience on Choosing a Group Home
- How to plan for retirement when you have a child with special needs
- Mental Illness Is the Most Common Disability
- First Steps When a Child Has Special Needs
- Ensuring that Structured Settlements Meet Plaintiff Needs
- Considerations Selecting a Family Trustee
- Staying Independent
- Don’t Let an Emergency Find You Unprepared
- Buying A Vehicle With Funds From A Pooled Special Needs Trust
- Retirement Funds and SNTs
- Vote!
- Trust Advisory Committees Can Guide Trustee Decisions
- Consider Special-Purpose Trusts When Facing Mental Illness or Substance Abuse
- Siblings Don’t Always Make the Best Trustees
- Justice Department Upholds Rights of Seniors with Disabilities
- Attorneys Use Technology to Better Serve Clients
- Congress Helps Vets Safeguard Security of Kids with Disabilities
- Do I Really Need A Professional Trustee For My Special Needs Trust?
- Trustees Should Use Professional Administration for MSAs Inside SNTs
- Second Chance: Rescued Dogs Help Vets Heal
- Getting Out the Vote: Improving Access for Voters with Disabilities
- Family Members Should Consider Trust Protector Role
- Structured Settlements and SNTs
- Remember, Transitional Planning Works at the Other End of the Life Spectrum, Too!
- Tax Considerations in Personal Injury Settlements
- After the Evaluation . . .
- Tax Tips for Families with Special Needs
- The Olmstead Decision and Mental Health Systems Reform
- Transition Planning Can Shape a Life
- Structured Settlements Don’t Always Make Sense
- Early Intervention Can Change a Life
- False Arrest
- Dogs with a Mission
- A Few Thoughts about Special Needs Planning for Mental Illness
- Accessible Transportation Is Key to Independence
- The Trust Protector as Insurance Policy
Category: mdocs-media
- Transmittal.Spending rate.ltr
- Wilcox G CANHR Finley Case
- Wilcox G CANHR SNT vs Section 8
- Tripp-Adult Sample Resource Management Report
- Tripp-Divorced Parents SNT Sample Report
- Tripp-Presentation Outline
- Armchair Chat – 2/9/15
- Top 10 issues-Michael Morris
- Voorhees-Schedule 3 – CMS Region IX CA AZ HI Bosserman Letter on MSP Liability Post Settlement 070302
- Voorhees Schedule 7 – AAJ Important Medicare Set Aside Information 081109
- What Happens 2008
- Why Would You Want to Use a Corporate
- Wiki-system COLORADO
- webmarketing for law firms
- Voorhees-Schedule 6 – Resolution of a Case with a Medicare Claimant – For the Defense – May 20091
- who will be there for my child1
- website presentation1
- UnProgram – Guardianship1
- UnProgram-Bernstein-Payback Time – handout – 03-08-10 000140371
- Third Party Trust distribution standards
- Unprogram – Guardianship Issues at Age 18
- Website Marketing 2
- Whitenack
- Tristani v Richman1
- What My Family Should Know1
- Wiki-SNIT System1
- Trust Protectors Advisors Etc2
- Turnbull-Courtney – Transition To Work2
- Trust Protectors Advisors Etc1
- Turnbull-Courtney – Transition To Work1
- Trust Protectors1
- What Exceptional Parents Need to Know About SSI Deeming1
- HookMacDonald-Integrating Special Needs and Financial Planning
- Korch-State by State Subrogation
- Voorhees-Schedule 6 – Resolution of a Case with a Medicare Claimant – For the Defense – May 2009
- who will be there for my child
- website presentation
- Using the Web to network – Chicago lawyer article
- Voorhees-Schedule 2 – CFRs on Recovery of Conditional Payments 42 cfr 411.24
- Voorhees-Schedule 4 – Garretson – Dealing_with_Misinformation_re_MSAs_in_Liability_Settlements_021609.pd f
- Voorhees-Schedule 8 – Garretson – MSA Garretson White Paper 081909
- Welcome to the 2014 Spring Meeting of the Special Needs Alliance
- UCP Presentation 2007 color
- Voorhees-Schedule 1 – TITLE 42 USC 1395y Exclusions from Coverage and Medicare as Secondary Payer
- WC-Medicare Letter from CMS re MSP-WC FAQ
- Website content planning guide
- SNA Comerica June3 2008
- Whitenack-Setting and collecting fees
- Using Special Needs Trusts in EP
- WC-Medicare Letter from CMS re MSP-WC FAQ-add
- Winston
- Identity Theft.SNA
- Krooks – Kiplinger Retirement article
- Lovelace – Creating the Distribution Plan
- LowderScales-Washington JE Lucas CtyOH based on Ahlborn
- Medicaid Lien with Provider Detail
- NAELA SNA Amici Curiae Brief 11-27-13
- Public Policy Decision Making Protocol FINAL
- R. Landsman Book Final draft 2-22-2011
- Rubin-Dale-EP MAGAZINE ARTICLE FEB 2011 RUBIN
- SNA Capitol Connection Sept. 2010
- Special Needs Alliance Listserver FAQ
- UnProgram – Guardianship
- UnProgram-Bernstein-Payback Time – handout – 03-08-10 00014037
- BuyingHome 2008
- EstatePlanning 2008
- Fleming – Prudent Investor Rule
- GENEX_MSA_Presentation_11FEB08
- Guide Special Trusts 2008
- Personal Injury Special Needs Alliance Spring 2012
- Title II Work Rules
- Trust Agreement
- Trustee HB Order Form 2011
- Wong v. NYDHS
- tips print ads
- Title II and SSI Work Rules 2012
- Website Marketing
- Medicares Interest in Liability Cases
- SNTVIII Update 2006
- Special Needs Alliance Fall 2013 Meeting on 10-19-13
- Supplemental Income 2008
- Title II and SSI Work Rules1
- Utilizing SSSNTs to Protect Public Benefits1
- Beneficiary 2010 Special Needs Trust Letter
- CMS 07-11-05
- Elder Law Issues in Divorce Practice
- Motor Vehicle Seminar 11.06
- Operating Agreement2007
- POMS SI 01120.203
- Ruseell-SNA Brand Audit Report final
- SNADirectors 2_8_08
- SNADirectors 6_1_07
- SNAManagers1_26_07
- SNAManagers2_23_07
- SNAManagers2_9_07
- The Marketing Plan 2
- Title II and SSI Work Rules
- Utilizing SSSNTs to Protect Public Benefits
- Declaration of Irrevocable Asset Trust
- Drafting-Frigon-Retirement Account PP
- EC v DHMAS
- Final – Advance Care Planning
- Hook-McLean v Davis opinion 20090929
- keyword research guide
- SNT Administration NAMI 2007
- TheAbsolutelyBasicGuidetoPublicBenefitsforHealthProfessionals
- Weatherbee_District_Court_Decision
- Swartz-Structured Settlements Hindert 2008
- Tristani v Richman
- What My Family Should Know
- Wiki-SNIT System
- Trust Protectors Advisors Etc
- Turnbull-Courtney – Transition To Work
- Trust Protectors
- What Exceptional Parents Need to Know About SSI Deeming
- Whitenack – Special Needs Trust Powepoint Presentation
- Who Will Get The Benefit of Your Work Landsman 6-2-07
- Who Will Get The Benefit of Your Work.FINAL
- ToolKit Master
- Voorhees-Schedule 5 – Garretson – Making Sense of Medicare Set Asides TRIAL May 2006
- We Are SNA 2008
- Torn-Security-Blanket-Report
- Voorhees-Resolving the MSA in Liability Case Debate – SNA Fall 2009
- What Can An SNT Pay For — Mayo December 2009 FINAL
- When Parents Divorce – Barr – Feb. 2010 FINAL
- Whitenack2
- Workers Compensation Medicare Set Asides
- WSTLA art. Low income plaintiff
- WSTLA article on SNT and elderly
- WSTLA article on Veteran Benefits
- TheAbsolutelyBasicGuidetoPublicBenefitsforHealthProfessionals-Cover
- Third party SNT File Process Flow
- Third-Party SNTs
- titling accounts
- turnbullUSE OF TRUST PROTECTORS
- UCP Presentation 2007
- WC Medicare Memo from CMM re WC Commutation of Benefits
- WilcenskiEVW- sample engagement agreement.2011
- WilcenskiEVW- sample engagement agreement.married couple.2011
- Winston2
- Working with Trial Attorneys
- Writers guidelines from EP Magazine
- Tips for Authors of Exceptional Parent Articles
- Tips for Authors of The Voice Articles
- Trust Income Tax Rates for 2006
- Trust Protector
- US v Harris.Medicare Recovery
- WC-Medicare Attorney-Client Agreement with Client-Claimant
- WC-Medicare Attorney-Client Agreement with Trustee
- WC-Medicare Check Plan
- WC-Medicare Form CMS-1696
- WC-Medicare Intake Conf with Client-Claimant
- WC-Medicare Intake Conf with Client-Trustee
- WC-Medicare Intake Conf with WC Attorney
- WC-Medicare Intake Form Litigation Info
- WC-Medicare Intake Form Personal Info
- WC-Medicare Intake Form Trust Info
- WC-Medicare Intake Form
- WC-Medicare Letter 1 to Client re Fee Agreement
- WC-Medicare Letter to Client-Claimant enclosing payoff letters
- WC-Medicare Letter to Client-Claimant explaining trust
- WC-Medicare Letter to Client-Claimant re initial appt
- WC-Medicare Letter to Client-Claimant with CMS approval
- WC-Medicare Letter to Client-Trustee re counseling session
- WC-Medicare Letter to CMS Regional Office re Trust
- WC-Medicare Letter to Insur Co enclosing payoff
- WC-Medicare Letter to Insur Co requesting payoff
- WC-Medicare Letter to Medicaid enclosing payoff
- WC-Medicare Letter to Medicaid requesting payoff
- WC-Medicare Letter to Medical Claims Custodian Trustee
- WC-Medicare Letter to Medicare COB enclosing payoff
- WC-Medicare Letter to Medicare COB requesting payoff
- WC-Medicare Letter to Social Security Administration
- WC-Medicare List of Documents Requested
- WC-Medicare Memo for Client-Trustee Counseling Session
- WC-Medicare Screening Sheet
- WC-Medicare Set-Aside Trust
- WC-Medicare System Documents
- Why attorneys need to know about SNTs
- wilcenski-FEE AGREEMENTS AND BILLING ISSUES IN THIRD PARTY TRUST.outline
- Trust Committee
- Trust Funding-Titling Memo to Third Parties
- Typical D4A
- Zprexa client letter
Category: Mental Health
Category: News
- Special Needs Alliance Announces
  2020 – 2021 Board of Directors
Category: Personal Injury
- Structuring a Personal Injury Settlement
Category: Pooled Trusts
Category: Practice Management
Category: Press Releases
- Special Needs Alliance Welcomes New Leadership for 2024-2025
- Special Needs Alliance Announces 2023-2024 Officers and Board of Directors
- Special Needs Alliance Announces Passing of the Special Needs Trust Improvement Act of 2022
- Special Needs Alliance Announces its 2022-2023 Board of Directors and Officers
- Special Needs Alliance Supports the Proposed Special Needs Trust Improvement Act
- Special Needs Alliance Celebrates 20th Anniversary as Leading Member Organization Serving and Supporting Special Needs and Elderly Communities
- Special Needs Alliance Announces
  2021 – 2022 Board of Directors
- Special Needs Alliance Announces the 2019 – 2020 Board of Directors
Category: Scams
- Telephone Scams Preying on Vulnerable Adults
Category: Service Animals
- Service Animals, Emotional Support Animals, and Individuals with Disabilities
Category: SNA in the News
- Things to know when your child with disabilities turns 18
- Amy C. O’Hara Sworn in as President to the Board of Directors of the Special Needs Alliance
- 5 Things to Know When Your Child with Disabilities Turns 18
- Financial Planning for Disabilities and Special Needs: What to Know
- Wyden and Cassidy Introduce Legislation to Allow Americans with Disabilities to Work Without Worry
- New Mexico Department of Health Statement on Abuse and Neglect Leading to Death of a Disabled Client
- Special Needs Financial Planning: Smart Advice For Families Coping With Disabilities
- Special Needs Trust (SNT): What It Is And How It Works
- Medicare and Special Needs Plans: Coverage and Eligibility
- Creating a special needs trust? Here are the costs, what you need to know and who to use
- Your Guide to Resources for Children with Developmental Disabilities
- HUD Releases ABLE Account Guidance
- ABLE Accounts Can Help People With Disabilities Save Tax-Free
- Four Financial Steps to Take if You’re Raising a Child With Special Needs
- Podcast: ABLE Accounts and Taxes: What special needs families need to know
- What the Federal Tax Overhaul Means for Families with Special Needs
- Does Your Child Quality for Supplemental Security Income? Dispelling Misconceptions.
- Few Parents Plan For Future Of Children With Disabilities, Study Finds
- Preparing for a life after death: A guide for parents of adult children with special needs
- ABLE Accounts Can Help People With Disabilities Save Tax-Free
- Elder Law Guys: Special Needs Trust Fairness Act to help those with disabilities
- Plan Early for Your Child’s Long-Term Security
- What Happens to My Special Needs Child After I Die?
- Inside The New 529 ABLE Savings Accounts
- Financial Help for Parents of Special-Needs Children
- Finding Out Your Power of Attorney Is Powerless
- When Special Needs Kids Turn 18
- A Closer Look at 529 Able Accounts
- ABLE Account or Special Needs Trust: How to Decide?
- How to Draw Up a Special Needs Trust for a Child With Disabilities
- Special Needs Services That Can Be Claimed on a Tax Return
- Courtney testifies before Congress on behalf of persons with disabilities
- Life Insurance for Parents of Children With Special Needs
- Financial Planning for Parents with Disabled Children
- Tips for the Future Care of Disabled Family Members
- New Law Eases Burden for Special Needs Military Kids
- State Court Case Puts Trustees of Special Needs Trusts on Alert
- Is a Health Care Proxy Right for Your Child With Disabilities?
- Running START: First Steps for Writing the Letter of Intent
- “High Potential: The Affordable Care Act for Individuals with Special Needs”
- “Tips on the Affordable Care Act”
- Key Considerations for Special Needs Planning
- The Ruling That Could Change Everything For Disabled People With Million-Dollar Trusts
- A Special Needs Trust Provides for Disabled
- Special Needs Clients: ‘Retirement for 3’
- Thompson Bill Offers People with Disabilities Control Over Financial Trusts
- “Expense & Emotions in Preparing for Long-Term Care”
- View “My Special Child: Protecting Their Future”
- “The Caregiver’s Book Shelf: A Law Guide for Seniors”
- Care by Consensus
- “Tables Reserved for the Healthiest”
- Listen: SNA member discusses “Medicare Set Aside Arrangements & Mass Torts” on Ringler Radio/ Legal Talk Network
Category: Special Needs Planning
- The Benefits of Using a Corporate Trustee
- Special Needs Planning Benefits All Siblings
- Selecting a Trustee – Some Things to Consider
- SNT Beneficiaries on the Move: First in a Series
- What Are You Waiting For?
- Special Needs Information on the Internet: Proceed with Caution
- Life Insurance on a Child with Special Needs: Benefits and Challenges
- Being Prepared For a Disaster
- Generational Planning: When the Caregiver Needs Help
- Planning for Multiple Generations
- Choosing an Attorney to Help With Special Needs Planning
Category: Special Needs Trusts
- Ten Reasons to Use a Stand-Alone Supplemental Needs Trust
- The “Special Needs Trust Fairness Act” is Finally Law: Individuals with Disabilities Can Now Establish Their Own Trusts
- A Wake up Call for Professional Trustees and Parents
- Blog Roundup: 504 Plans/Health of Seniors/Managing SNTs
- Tax Tips for Parents of a Child with Special Needs
- When A Family Member Serves As Trustee (Part II): The Devil Is In The Details
- When a Family Member Serves as Trustee – “Fair and Honest Is Not Enough”
- Special Needs Trusts and the Purchase of a Vehicle
- Is a Qualified Disability Trust Appropriate?
- Why Siblings Shouldn’t Be SNT Trustees
- Special Needs Trusts and “Qualified Disability Trusts”
- Insurance and Other Concerns for Parent/Caregiver
- What Can a Special Needs Trust Pay For?
- Veterans and Special Needs Trusts
Category: Taxes
- A Short Primer on Trusts and Trust Taxation
- Income Tax Benefits for Families With Special Needs Children
Category: THE VOICE
- We Are All Advocates, Although Some of Us May Also Be Realtors
- Taxation of Special Needs Trusts: An Overview
- Special Needs Planners: A Safe Beacon in the Storm
- Naming a Special Needs Trust as Beneficiary of Your IRA or Retirement Plan
- Care Managers and How They Support Individuals with Disabilities
- When A Self-Settled Special Needs Trust May Not Be the Best Option: Thinking Outside of the Box
- Supplemental Needs Trust Distribution and Special Needs Housing Subsidies
- Sexual Expression, Health, and Relationships of Persons with Disabilities
- Navigating Special Needs Planning in the Post-SECURE Act Landscape
- Leaving a Residence to a Person with a Disability
- When And How Do I Fund My Special Needs Trust for My Child with Disabilities?
- Caregiver Rights in the Workplace
- Interstate Moves: Practical Considerations Before It’s Too Late
- Three Ways to Avoid a Reduction in SSI Benefits Due to In-Kind Support and Maintenance (ISM)
- Ten Common Mistakes in Special Needs Planning
- Designing and Implementing Annual Meetings for an Effective Special Needs Estate Plan: Strengthening Family and Professional Collaboration
- Guardianship and the Right to Vote
- How to Appropriately Utilize a Pooled Special Needs Trust as Part of Your Estate Plan
- Your Estate Plan Is More Than a Special Needs Trust
- Planning Tips When Confronted with a Terminal Illness
- Sexual Abuse and Safety of Persons with Disabilities
- Tax Options for Third-Party Special Needs Trusts
- Care and Caregiving Fees in Special Needs Trust Planning
- Recommended Books for the Special Needs Community: If You Could Take A Pill To Become Typical, Would You?
- Other Protective Arrangements
- Special Needs Trusts and Trust Protectors
- What Happens To My Child’s Social Security Benefit Upon Marriage?
- 2021: Transferring Guardianship Across State Lines
- The SECURE Act – How It Affects Special Needs Planning and Special Needs Trusts
- Individuals with Disabilities and the Animals Providing Them Services
- Federal Employee Survivor Benefits for Children with Special Needs
- Are You Really Ready? Realistic Planning for Parents and Other Caregivers
- Filing a Tax Return for a Special Needs Trust:What a Trustee Needs to Know at Tax Time
- SNA 2020 Public Policy Initiatives
- Succession Planning for Guardians
- Alliance Praises Passage of ADA Amendments Act
Category: Third Party Special Needs Trusts
Category: Uncategorized
Category: UTMA Accounts
Category: Veterans
Category: Voting

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