If the pandemic has been difficult for student learning, the situation has only been more difficult for students with special needs. From a disruption in teaching styles and formats, to newfound challenges learning in a virtual or hybrid environment, to increased isolation, students with special needs require more attention and consideration as they navigate virtual learning.
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.
Tara Anne Pleat, Esq., CELA
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.
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.
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 [...]
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 [...]
The Voice® is the e-mail newsletter of the Special Needs Alliance. This installment was written by Special Needs Alliance member Elizabeth Noble Rollings Friman, Esq., a partner of the law firm of Fleming & Curti, PLC (Tucson, Arizona). She is an attorney and a licensed private fiduciary, and her practice focuses on trust administration, probate, guardianship, conservatorship, and estate planning. Elizabeth enjoys public speaking, and she hosts a weekly podcast, Elder Law Issues with her partner, Robert B. Fleming, CELA. She is the former Vice President and Treasurer of the Arizona Chapter of the National Academy of Elder Law Attorneys and currently serves on the State Bar of Arizona Probate & Trust Executive Council.
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.
This issue of The Voice® was written by Special Needs Alliance board member Mary Alice Jackson, Esq., a founding partner of the firm Boyer & Boyer, P.A. in Sarasota, Florida, where she is now of counsel. She is a graduate of Stetson University College of Law. Ms. Jackson enjoys assisting individuals and families with special needs trust planning, and counseling clients on long term care planning. She is board certified in Elder Law by the Florida Bar and is licensed in Texas. Her website is www.boyerboyer.com.