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Filing a Tax Return for a Special Needs Trust:What a Trustee Needs to Know at Tax Time

This edition of The Voice® is a reprint of an article originally published back in April of 2017. As we head into tax season with so many different things on our minds, we thought it a good idea to reprint this article to remind special needs trust trustees of their obligations at tax time.

The primary focus of this article is to provide an introduction to the tax form that typically must be filed for special needs trusts that are generating income.

Tara Anne Pleat, Esq., CELA, 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. She is currently a Member of the Board of Directors of the Special Needs Alliance.

2023-03-23T14:32:30-04:00Tags: , |
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SNA 2020 Public Policy Initiatives

The Voice® is the e-mail newsletter of the Special Needs Alliance (SNA). This installment was written by a consortium of members of the SNA’s Public Policy Committee. The Public Policy Committee through our public policy consultant, Brian Lindberg, work with members of Congress and congressional staff to educate and advocate on issues of importance to individuals with disabilities and their families. Beginning with this installment, the Public Policy Committee will author periodic issues of the Voice® to introduce our readers to the Public Policy efforts the SNA is directly involved in.

2024-01-21T19:38:23-05:00Tags: |
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The Pandemic Is Tough on Caregivers

This post was authored by Margaret A. Graham, Esq., of Pregenzer, Baysinger, Wideman & Sale, PC,  Albuquerque, New Mexico.  She focuses her practice on special needs and elder law, and is caregiver to a child with special needs. Caregiving is hard work, even in normal times. During the pandemic, stress levels can soar.  With kids doing schoolwork [...]

2022-04-14T09:28:56-04:00
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How to plan for retirement when you have a child with special needs

This post focuses on the importance of proactive retirement planning for those with a special needs dependent. Planning for retirement can be one of the most rewarding life changes parents go through. Thinking about leisure time, vacations, and a more relaxed pace of life brings feelings of excitement and anticipation. For parents with a special [...]

2024-02-28T09:46:38-05:00
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Ten Reasons to Use a Stand-Alone Supplemental Needs Trust

This issue of The Voice® was written by Special Needs Alliance member Amelia Crotwell, CELA, the founding partner of the firm Elder Law of East Tennessee, PLLC, in Knoxville, Tennessee, where she helps clients with Life Care Planning, special needs trust planning, and estate planning.  She is a graduate of the University of Tennessee College of Law.  She teaches Elder Law at her alma matter and she serves as the President of the Life Care Planning Law Firms Association.  Her website is www.elderlawetn.com.

2022-05-19T08:48:05-04:00
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NURSING HOME VISITS BALANCING HELP AND HARM

During the pandemic, families have been separated for months on end from loved ones in residential communities, group homes, and nursing homes. For the professionals who run these homes, making the decision to close a campus to family members and loved ones was done after long days of research and discussion about this new and [...]

2022-04-14T11:13:37-04:00
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DEAR GRANDMA AND GRANDPA…

The Voice is the e-mail newsletter of the Special Needs Alliance. This installment was written by Special Needs Alliance member Edward Wilcenski, Esq., a founding partner of the law firm of Wilcenski & Pleat, PLLC in Clifton Park, New York. He practices in the areas of Special Needs Planning, Elder Law, and Trust and Estate Planning and Administration. Ed is a past President of the Special Needs Alliance, and writes and lectures frequently on issues affecting individuals with disabilities and their families

Long-time readers of The Voice know that we rarely repeat an issue. In the world of disability there are many important topics to choose from, so the challenge has really been in deciding which topics are of most interest to our readers rather than finding something interesting in the first place. Because the Voice has many new readers each year, we know that many of our current readers may have missed this article when it first appeared in November of 2010. With this in mind, we’ve decided to reprint this article written by Edward V. Wilcenski, Esq. hoping that it may catch newer readers before they make their final decisions on how to make holiday gifts to their family members and friends with disabilities.

2024-02-16T15:59:29-05:00Tags: |
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Special Needs Alliance Announces
2020 – 2021 Board of Directors

Tucson, AZ – October 27, 2020 – The Special Needs Alliance (SNA) announced today its 2020 – 2021 Board of Directors. The SNA is a national organization of attorneys in the practice of special needs, disability and elder law. “We’re thrilled to have such talented and passionate individuals as our new board of directors,” [...]

2022-04-14T10:52:39-04:00
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What is a special needs trust anyway?

This issue of the Voice was written by Special Needs Alliance member Lisa Nachmias Davis, CELA, a partner in the New Haven, Connecticut law firm of Davis O’Sullivan & Priest, LLC. Ms. Davis helps clients with estate planning, setting up or administering special needs trusts, qualifying for public benefits, and probate and estate settlement; she also represents charities and other nonprofit organizations. Her website is sharinglaw.net.

2023-08-14T10:54:31-04:00Tags: |
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Disability Community Represents 20% of Voters

This post was authored by Jennifer L. Lile, CELA, of Krugliak, Wilkins, Giffiths & Dougherty, L.P.A., Canton Ohio. She is president of the Special Needs Alliance (SNA) and focuses her practice on special needs planning, elder law, estate planning and probate law. Pew Research reports that Americans consider the upcoming election to be the most [...]

2022-04-13T12:29:03-04:00
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Special Needs Beneficiaries Can Be Explicitly Included in Estate Planning

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

2022-11-03T14:47:51-04:00Tags: |
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The Pitfalls of Paying Family Members to Provide Care

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.

2024-04-16T12:07:36-04:00Tags: |
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What, Where, Why, and When must a Special Needs Trust Be Reported to Government Agencies?

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

2022-05-19T09:35:22-04:00
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Be Alert to Covid-19 Scams

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.

2021-01-19T09:36:18-05:00
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Customizable Visa Card Offers Flexibility to Beneficiaries

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.

2024-04-16T12:07:14-04:00Tags: |
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Customizable Visa Card Aids Financial Independence

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.

2024-04-16T12:07:05-04:00Tags: |
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