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Special Needs Beneficiaries Can Be Explicitly Included in Estate Planning

2021-01-22T15:25:52-05:00

This article for The Voice® was written by Mark B. Heffner, CELA, a graduate of Harvard College and Boston College Law School. He is the principal of Heffner & Associates, a firm with offices in Warwick and Barrington, Rhode Island, focusing since 1992 on elder law, special needs planning, and estate planning. Mark is a Certified Elder Law Attorney, and became a member of the Special Needs Alliance in 2004. He can be found at www.hefflaw.com

Special Needs Beneficiaries Can Be Explicitly Included in Estate Planning2021-01-22T15:25:52-05:00

The Pitfalls of Paying Family Members to Provide Care

2021-01-19T09:37:21-05:00

This article for The Voice® was written by Courtney L. Fletcher, Esq., of Springfield, Missouri. Courtney is an attorney in the Estate Planning Practice Group of Carnahan, Evans, Cantwell & Brown, P.C. and has been practicing law since 1995. Her practice area include special needs planning, estate planning and administration, probate, trust and elder law, guardianships/conservatorships and Veteran’s benefits. Courtney is a member of the Missouri Bar, past president of the Greene County Estate Planning Council, a member of the National Academy of Elder Law Attorneys, and a VA accredited attorney. She is a past director of the Missouri Chapter of the National Academy of Elder Law Attorneys and a past chairman of the Springfield Metropolitan Bar Association Probate & Trust Committee. She currently serves on the Elder Law Committee of the Missouri Bar and is also a member of the Estate, Trust and Elder Law Institute Planning Committee. Please visit her at www.cecb.com.

The Pitfalls of Paying Family Members to Provide Care2021-01-19T09:37:21-05:00

What, Where, Why, and When must a Special Needs Trust Be Reported to Government Agencies?

2021-01-11T11:28:16-05:00

This article for The Voice® was written by Emily B. Kile, Esq. of Scottsdale, Arizona. Emily is a partner at Kile & Kupiszewski Law Firm, LLC. Emily has been practicing law since 1993.  She is a member of the Special Needs Alliance. Her practice areas include special needs planning, probate, trust administration, long term care planning and guardianship/conservatorship matters.  Emily is also a licensed fiduciary. She serves as Trustee, Conservator and Financial Agent for individuals. Emily is a past chairperson for the Elder Law, Mental Health & Special Needs Planning section of the State Bar of Arizona. Please visit her at: www.kilekuplaw.com

What, Where, Why, and When must a Special Needs Trust Be Reported to Government Agencies?2021-01-11T11:28:16-05:00

Be Alert to Covid-19 Scams

2021-01-19T09:36:18-05:00

Rebecca S. Kueny, Kueny Law LLC, Salem, Oregon, focuses her practice on elder law, special needs planning and trust administration. She is committed to helping individuals with special needs live as independently as possible.

Be Alert to Covid-19 Scams2021-01-19T09:36:18-05:00

Customizable Visa Card Offers Flexibility to Beneficiaries

2021-01-11T11:27:29-05:00

This installment of The Voice was written by Special Needs Alliance member Stephen W. Dale, Esq., founder of The Dale Law Firm, PC, in Pacheco, California. His practice focuses on estate planning, and he is an ardent advocate for disability rights. He is a frequent national speaker on a wide range of disability topics, and has received both the Powley Award and Theresa Foundation Award in recognition of his work on behalf of individuals with special needs. He is a board member with the Arc of California, a trustee with the Golden State Pooled Trust, and legal counsel for True Link Financial.

Customizable Visa Card Offers Flexibility to Beneficiaries

Customizable Visa Card Offers Flexibility to Beneficiaries2021-01-11T11:27:29-05:00

Customizable Visa Card Aids Financial Independence

2021-01-11T11:27:20-05:00

This installment of The Voice was written by Special Needs Alliance member Stephen W. Dale, Esq., founder of The Dale Law Firm, PC, in Pacheco, California. His practice focuses on estate planning, and he is an ardent advocate for disability rights. He is a frequent national speaker on a wide range of disability topics, and has received both the Powley Award and Theresa Foundation Award in recognition of his work on behalf of individuals with special needs. He is a board member with the Arc of California, a trustee with the Golden State Pooled Trust, and legal counsel for True Link Financial.

Customizable Visa Card Aids Financial Independence2021-01-11T11:27:20-05:00

Special Needs Planning Benefits All Siblings

2021-01-11T11:26:58-05:00

This edition of the Voice is written by Benjamin A. Rubin, Esq., LLM, a partner in Rubin Law, with offices in Buffalo Grove, Chicago and Old Orchard, Illinois. The firm focuses exclusively on serving the families of children and adults with developmental disabilities, intellectual disabilities and mental illness. Having a brother with autism, among other significant disabilities, has profoundly shaped who Benjamin is today, including the type of law he chose to practice.

Special Needs Planning Benefits All Siblings2021-01-11T11:26:58-05:00

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