DEAR GRANDMA AND GRANDPA…

2021-07-21T15:36:42-04:00

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.

DEAR GRANDMA AND GRANDPA…2021-07-21T15:36:42-04:00

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

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 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

Understanding the Stimulus Check Program

2021-01-19T09:36:09-05:00

This post was co-authored by Tara Anne Pleat, Esq., and Edward V. Wilcenski, Esq., of Wilcenski Pleat Law, with offices in Clifton Park and Queensbury, New York. Tara’s practice includes special needs planning and administration, traditional estate planning and elder law. Ed, who is a past president of the Special Needs Alliance, focuses on special needs planning, elder law, and estate planning.

Understanding the Stimulus Check Program2021-01-19T09:36:09-05:00

In-Kind Support and Maintenance – A Trap for the Unwary

2021-01-11T11:25:09-05:00

This edition of the Voice is written by Leonard Anderson, Esq. Leonard is a Partner at Barlow Anderson, LLC in Anchorage, Alaska, where he has been practicing in the elder law field for more than 25 years. He is a member the Special Needs Alliance and his practice areas include probate, estate planning, guardianships, special needs planning, and trusts. He is a past president of the Anchorage Bar Association and is a member of the Probate Rules Committee for State of Alaska.

In-Kind Support and Maintenance – A Trap for the Unwary2021-01-11T11:25:09-05:00

Understanding the Role of Social Security Representative Payee

2021-01-14T15:45:49-05:00

This post was authored by Linda Landry, a senior attorney with the Disability Law Center, of Boston and Northampton, Massachusetts. Her focus is Social Security, work incentives and related health benefits. She has over 30 years of experience in legal advocacy and received the Massachusetts Top Women of the Law Award in 2013.

Understanding the Role of Social Security Representative Payee2021-01-14T15:45:49-05:00

How long do you have to work for Social Security Disability Insurance benefits if you are 30 and younger?

2021-01-11T11:22:02-05:00

This installment of the Voice was written by Martha C. Brown, CELA, a Special Needs Alliance Member who has been practicing in the field of elder law and special needs for over 30 years and is a Certified Elder Law Attorney as certified by the National Elder Law Foundation. Her firm, Martha C. Brown & Associates, LLC, concentrates on the unique legal needs of the elderly, people with disabilities and the families who care for them.

How long do you have to work for Social Security Disability Insurance benefits if you are 30 and younger?2021-01-11T11:22:02-05:00

Is Self-Employment Right for You?

2021-01-14T16:39:42-05:00

This post was co-authored by John S. Kitchen, Esq., and Janet Lowder, CELA. John has law offices in Auburn and Laconia, New Hampshire. His practice areas include special needs trusts (SNTs), powers of attorney, wills and revocable trusts for individuals who have a family member or friend with disabilities. Janet’s firm is headquartered in Cleveland, with several other offices throughout the state. She focuses on estate planning for the elderly and for individuals with special needs and is recognized for her knowledge of Medicaid.

Is Self-Employment Right for You?2021-01-14T16:39:42-05:00

Preserving SSI When Divorcing Parents Have a Child with Disabilities

2021-01-14T16:13:10-05:00

The Voice is the email newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance member, Lee M. Holmes, CELA, of Holmes, Holmes and Neisent, PLLC in Oklahoma City, Oklahoma. The law firm’s practice focuses on planning for persons with disabilities, estate planning, Medicaid and elder law. Lee is a founding member and fellow of the National Academy of Elder Law Attorneys, a certified elder law attorney (CELA), is listed in Best Lawyers in America and has been designated an Oklahoma Super Lawyer.

Preserving SSI When Divorcing Parents Have a Child with Disabilities2021-01-14T16:13:10-05:00

Call to Action! Ask Federal Legislators to Co-Sponsor Bills Benefiting People with Disabilities

2021-01-22T16:03:50-05:00

The Special Needs Alliance and other prominent advocacy groups have long supported two pieces of legislation that would greatly benefit individuals with disabilities. Now we're asking you to help sign up additional co-sponsors in the U.S. Senate and House of Representatives. The Special Needs Trust Fairness Act (H.R. 2123/S.1672) This bipartisan legislation was introduced in [...]

Call to Action! Ask Federal Legislators to Co-Sponsor Bills Benefiting People with Disabilities2021-01-22T16:03:50-05:00

Tax Law Changes for Those with Disabilities

2021-01-11T11:18:48-05:00

This edition of the Voice was written by SNA member, Robert B. Fleming, CELA. Robert is a partner in the Tucson, Arizona law firm of Fleming & Curti, PLC. He is a long-time member of the Special Needs Alliance and frequently speaks on special needs issues to lawyers and family members all over the country. You can subscribe to his newsletter and podcast at www.elder-law.com.

Tax Law Changes for Those with Disabilities2021-01-11T11:18:48-05:00

How In-Kind Support and Maintenance (ISM) Affects Benefits

2021-01-11T11:18:33-05:00

By Martha C. Brown, CELA Special needs trusts (SNTs) are established to supplement the benefits that individuals with disabilities receive from government programs, such as Medicaid and SSI (Supplemental Security Income). They protect funds intended to enhance quality of life without rendering the beneficiary ineligible for means-tested benefits. Since SSI is meant to cover food [...]

How In-Kind Support and Maintenance (ISM) Affects Benefits2021-01-11T11:18:33-05:00

Roundup: Decisions for Minors/Aid & Attendance/SNT Cost-Benefit

2021-04-12T06:28:50-04:00

SNA attorneys have ongoing involvement with the wide-ranging issues faced by individuals with disabilities, their families and the professionals who serve them. Below is a sampling from member blogs and newsletters… Who Can Make Decisions for a Minor Child with Special Needs? In these days of blended families, who can represent the interests of a [...]

Roundup: Decisions for Minors/Aid & Attendance/SNT Cost-Benefit2021-04-12T06:28:50-04:00

How to Handle SSI Overpayments

2021-01-14T15:34:08-05:00

By Neal A. Winston, CELA Supplemental Security Income (SSI) is a monthly cash payment to qualifying individuals with disabilities, based on financial need. While it often forms the foundation of their financial security, its requirements are both strict and complex. Even attorneys who don’t routinely deal with public benefits may get confused. So it’s not [...]

How to Handle SSI Overpayments2021-01-14T15:34:08-05:00

More Monitoring of Representative Payees

2021-01-11T11:13:28-05:00

By Kelly A. Thompson, Esq. The Social Security Administration (SSA) has appointed millions of representative payees to manage Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI) for individuals who are unable to handle their own finances. Such assistance, which is provided to minors, as well as those with cognitive disabilities or substance abuse [...]

More Monitoring of Representative Payees2021-01-11T11:13:28-05:00

Housing: A Big Piece of Puzzle for Ensuring Your Loved One’s Future

2021-01-11T11:13:18-05:00

By Desiree Kameka, Autism Housing Network As the project leader for the Autism Housing Network, I have visited over 100 residential options and social enterprises across our country. I have seen the great, the good, the bad, and the “I thought this was a good idea.” Abraham Maslow was right when he listed “shelter” as [...]

Housing: A Big Piece of Puzzle for Ensuring Your Loved One’s Future2021-01-11T11:13:18-05:00

FIND YOUR ATTORNEY