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Tax Options for Third-Party Special Needs Trusts

This issue of The Voice® is by Sean R. Beck and Evan M.E. Barrett, who are colleagues of SNA member Charlene K. Quade of C.K. Quade Law, PLLC. Located in Boise, Idaho, the firm is dedicated to serving clients in communities throughout the state in the areas of special needs planning, settlement planning, Medicaid and long-term care planning, estate planning and disability and elder law.

2023-08-18T11:42:22-04:00Tags: , |

Buying a House with a Third-Party Special Needs Trust and Medicaid Repayment

No Medicaid repayment is necessary upon the beneficiary’s death for third-party supplemental needs trusts. But what happens if the third-party trust purchases a home for the beneficiary, is it subject to the Social Security Administration’s (SSA) one-third reduction rule? The following answers that question.

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.

2023-05-11T11:10:36-04:00Tags: , |

Recommended Books for the Special Needs Community: If You Could Take A Pill To Become Typical, Would You?

This issue of The Voice® was prepared by SNA member Laurie Hanson, with Northwoods Law Group, P.A., in St. Louis Park, Minnesota. The firm focuses on issues specific to aging and clients living with a disability and serves clients based in the twin cities and throughout the state, including populations in Grand Marais and the Walker/Brainerd lakes area.

2024-01-21T19:24:05-05:00Tags: |

Special Needs Alliance Announces Passing of the Special Needs Trust Improvement Act of 2022

The Special Needs Alliance (SNA), a national organization comprised of attorneys committed to the practice of disability and public benefits law, is proud to have advocated for and supported the recent passing of the Special Needs Trust (SNT) Improvement Act of 2022. "We are thrilled that the Special Needs Trust Improvement Act was signed into [...]

What to Know When Your Child With Disabilities Turns 22 

On the heels of a child with special needs’ biggest milestones becoming an adult at eighteen (18) comes the next and arguably more challenging milestone – life after turning twenty-two (22). What services end? What do parents and guardians need to know? To help prepare for this transition, we have highlighted some of the top considerations. 

Pursuing a Temporary 504 Plan 

Your school age child may benefit from the institution of a temporary 504 Plan to help them better succeed at school. But is that a possibility? If so, what does that process look like? Read more to help answer those and other questions.

2023-10-30T09:27:11-04:00Tags: , , |

Other Protective Arrangements

This issue of The Voice® was written by SNA member Jacob Menashe of Hickman Menashe, P.S. in Lynnwood and Bellevue, Washington. Serving clients in the greater Snohomish and King County areas and throughout Washington, the firm works with their clients on legal concerns related to elder law and estate planning. Jacob was assisted by a former associate of his firm, Sage Graves Slugić, now practicing at Graunke Ayoub Law in Seattle, Washington. 

Special Needs Alliance Announces its 2022-2023 Board of Directors and Officers

Tucson, AZ – November 3, 2022 –The Special Needs Alliance (SNA), the national organization comprised of attorneys committed to the practice of disability and public benefits law,  has announced its 2022-2023 Board of Directors.   “As we mark the end of SNA’s 20th anniversary celebrations, we proudly welcome a new board of directors,” said SNA Executive [...]

2023-03-17T11:51:42-04:00