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THE NEWS | THE VOICE | FAMILY CONVERSATIONS

Information Center2019-07-12T15:06:51-04:00

THE NEWS

THE VOICE

The Voice is SNA’s newsletter, written by our members for attorneys, financial advisors, trustees, and other professionals who assist individuals with special needs and their families. It addresses the complex challenges faced by professionals serving in this ever-evolving field.

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The Voice®

Are You Really Ready? Realistic Planning for Parents and Other Caregivers

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.

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

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.

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.

Loud & Clear: Family Conversations

Loud & Clear: Family Conversations is SNA’s blog, written by our member attorneys and guests for individuals with disabilities and their families. We tackle the day-to-day and long-range issues that affect quality of life. Readers are welcome to comment on the discussion.

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Loud & Clear: Family Conversations

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 [...]

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