Loud & Clear: Family Conversations

Loud & Clear: Family Conversations2019-08-26T18:42:59+00:00

Loud & Clear: Family Conversations is 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 the quality of life. Readers are welcome to comment on the discussion, though we can not answer legal questions here. For answers to specific legal questions, please find an attorney in our Directory.

Guardianship Should Be a Last Resort

This post was written by former Special Needs Alliance president Katherine N. Barr, Esq., a member of Sirote & Permutt’s Private Clients, Trusts and Estates Practice Group, Birmingham, Alabama.  Much of her practice involves special needs planning, through which she assists clients in providing for a family member in a way that does not jeopardize government benefits.  She is a fellow of the American College of Trust and Estate Counsel (ACTEC) and has been cited in The Best Lawyers in America©.

June 17th, 2019|0 Comments

Financial Abuse of Individuals with Disabilities

This installment of The Voice was written by Special Needs Alliance member Elizabeth L. Gray, CELA, a principal with the firm of McCandlish Lillard, with offices in Fairfax and Leesburg, Virginia. She has practiced special needs and elder law for over 20 years and has been listed in Best Lawyers of America annually since 2012. She also sits on the board of directors of Brain Injury Services.

April 15th, 2019|0 Comments

Tax Law Changes for Those with Disabilities

This edition of the Voice was written by SNA member, Robert B. Fleming. 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.

March 30th, 2019|0 Comments

Selecting a Trustee – Some Things to Consider

Parents and grandparents often have a pretty good sense of when they may want to create a special needs trust ("SNT") for their child or grandchild with atypical needs. They also understand, perhaps after discussion, when their family's circumstances warrant a need for money management, or if an inheritance will jeopardize essential means-tested government benefits, like SSI or Medicaid. In meeting with a special needs attorney, Clark and Cathy explained that Sara, their daughter with developmental delays, would be unable to manage her own inheritance. The question they had not fully considered was, "Who should hold that job after they are gone?"

January 21st, 2019|Comments Off on Selecting a Trustee – Some Things to Consider

Sometimes Less is More – Alternatives to Plenary Guardianship

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance member Timothy J. Rigby, who practices with Hart, Southworth & Witsman in Springfield, Illinois. The firm’s focus is estate planning and transactional matters, and Tim concentrates his practice in the areas of estate planning and special needs planning.

October 30th, 2018|Comments Off on Sometimes Less is More – Alternatives to Plenary Guardianship

Preparing for Dementia

By Sally L. Schoffstall, CELA Dementia is on the rise with the aging of baby boomers. Nearly six million individuals in the U.S. have Alzheimer’s, while others deal with cognitive [...]

October 22nd, 2018|1 Comment

Recommended Books for the Special Needs Community, Second Installment

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance member Laurie Hanson, a shareholder in the Minneapolis, Minnesota elder law firm of Long, Reher, Hanson, & Price, P.A. The firm’s focus is to provide individuals who are aging or living with disabilities positive strategies to live as independently as possible for as long as possible. Laurie concentrates her practice exclusively in the areas of government benefit eligibility, special needs trusts, trust and public benefit litigation, estate planning and planning for incapacity. She is a past president of the Elder Law Section of the Minnesota State Bar Association, a member of the SNA board of directors, and is repeatedly named a super lawyer in the field of elder law by her peers.

October 4th, 2018|Comments Off on Recommended Books for the Special Needs Community, Second Installment

How to Handle SSI Overpayments

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 [...]

August 6th, 2018|0 Comments
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