The SECURE Act – How It Affects Special Needs Planning and Special Needs Trusts
August 2021 - Vol. 15, Issue 8
2021
Are You Really Ready? Realistic Planning for Parents and Other Caregivers
April 2021 - Vol. 15, Issue 5
April 2021 - Vol. 15, Issue 5
Filing a Tax Return for a Special Needs Trust:What a Trustee Needs to Know at Tax Time
March 2021 - Vol. 15, Issue 4
March 2021 - Vol. 15, Issue 4
2020
Special Needs Beneficiaries Can Be Explicitly Included in Estate Planning
September 2020 - Vol. 14, Issue 11
September 2020 - Vol. 14, Issue 11
What, Where, Why, and When must a Special Needs Trust Be Reported to Government Agencies?
August 2020 - Vol. 14, Issue 9
August 2020 - Vol. 14, Issue 9
Service Animals, Emotional Support Animals, and Individuals with Disabilities
May 2020 - Vol. 14, Issue 5
May 2020 - Vol. 14, Issue 5
Special Needs Estate Planning for Families with Special Needs: Top 10 Action Steps by Kristen M. Lewis
February 2020 - Vol. 14, Issue 2
February 2020 - Vol. 14, Issue 2
2019
Finding a Balance of Autonomy, Support, and Assistance: Using Supported Decision-Making Agreements and Powers of Attorney
December 2019 - Vol. 13, Issue 7
December 2019 - Vol. 13, Issue 7
How long do you have to work for Social Security Disability Insurance benefits if you are 30 and younger?
December 2019 - Vol. 13, Issue 6
December 2019 - Vol. 13, Issue 6
2018
Recommended Books for the Special Needs Community, Second Installment
October 2018 - Vol. 12, Issue 3
October 2018 - Vol. 12, Issue 3
2017
The Social Security Administration’s Special Needs Trusts Review Process
June 2017 - Vol. 11, Issue 4
June 2017 - Vol. 11, Issue 4
Filing a Tax Return for a Special Needs Trust: What a Trustee Needs to Know at Tax Time
April 2017 - Vol. 11, Issue 3
April 2017 - Vol. 11, Issue 3
Achieving a Better Life Experience (ABLE) – How to Open an ABLE Account
March 2017 - Vol. 11, Issue 2
March 2017 - Vol. 11, Issue 2
The “Special Needs Trust Fairness Act” is Finally Law: Individuals with Disabilities Can Now Establish Their Own Trusts
February 2017 - Vol. 11, Issue 1
February 2017 - Vol. 11, Issue 1
2016
2015
Distributions from Special Needs Trusts: In Kind Distributions, Credit Cards, Gift Cards, or Debit Cards
October 2015 - Vol. 9, Issue 9
October 2015 - Vol. 9, Issue 9
Medicare Observation Status: Denying Medicare Coverage for Skilled Nursing Home Care
May 2015 - Vol. 9, Issue 6
May 2015 - Vol. 9, Issue 6
2014
Naming a Special Needs Trust as Beneficiary of your IRA or Retirement Plan
August 2014 - Vol. 8, Issue 5
August 2014 - Vol. 8, Issue 5
Filing a Tax Return for a Special Needs Trust: What a Trustee Needs to Know at Tax Time
March 2014 - Vol. 8, Issue 2
March 2014 - Vol. 8, Issue 2
2013
The Affordable Care Act and Its Impact on Individuals with Special Needs
December 2013 - Vol. 7, Issue 9
December 2013 - Vol. 7, Issue 9
When A Family Member Serves As Trustee (Part II): The Devil Is In The Details
September 2013 - Vol. 7, Issue 7
September 2013 - Vol. 7, Issue 7
Developing an Estate Plan for Parents of Children with Disabilities: A 15-Step Approach
May 2013 - Vol. 7, Issue 4
May 2013 - Vol. 7, Issue 4
2012
When a Family Member Serves as Trustee – “Fair and Honest Is Not Enough”
October 2012 - Vol. 6, Issue 13
October 2012 - Vol. 6, Issue 13
2011
Is There a Place for a Family Member with Special Needs in The Family Business?
November 2011 - Vol. 5, Issue 20
November 2011 - Vol. 5, Issue 20
How Work Can Affect Title II Disability Benefits Part II: Ticket to Work and Extension of Medicare and Medicaid Benefits
October 2011 - Vol. 5, Issue 18
October 2011 - Vol. 5, Issue 18
Title II Disability Work Rules Part I: Will I Lose My Disability Benefits if I Try to Work?
October 2011 - Vol. 5, Issue 17
October 2011 - Vol. 5, Issue 17
Utilizing the Spend Down Option to Maintain SSI and/or Medicaid Eligibility
August 2011 - Vol. 5, Issue 14
August 2011 - Vol. 5, Issue 14
The Pre-Existing Condition Insurance Plans (PCIP) Under 2010’s Health Care Reform Law
April 2011 - Vol. 5, Issue 6
April 2011 - Vol. 5, Issue 6
The Pitfalls of Caregiver Employment: Paying, Withholding, and Reporting Requirements
March 2011 - Vol. 5, Issue 5
March 2011 - Vol. 5, Issue 5
The Impact of Special Needs Trusts on Eligibility for Subsidized Housing
March 2011 - Vol. 5, Issue 4
March 2011 - Vol. 5, Issue 4
The Other Special Need: Planning for Those with Severe Mental Illness
February 2011 - Vol. 5, Issue 3
February 2011 - Vol. 5, Issue 3
Comparing Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI)
January 2011 - Vol. 5, Issue 2
January 2011 - Vol. 5, Issue 2
2010
The Past, Present and Future of Community Living for Persons with Disabilities – A Christmas Carol
December 2010 - Vol. 4, Issue 20
December 2010 - Vol. 4, Issue 20
Life Insurance on a Child with Special Needs: Benefits and Challenges
October 2010 - Vol. 4, Issue 16
October 2010 - Vol. 4, Issue 16