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



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®

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

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

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

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

Nursing Home Visit Policies in Flux

This post was authored by Mary Alice Jackson, Esq., of Boyer & Boyer, Sarasota, Florida. She is a Special Needs Alliance (SNA) board member and focuses her practice on special needs planning, elder law and estate planning. She is Board Certified in Elder Law by the Florida Bar.

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.