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Tax Law Changes for Those with Disabilities

2019-07-30T12:06:44+00:00

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.

Tax Law Changes for Those with Disabilities2019-07-30T12:06:44+00:00

SNT Beneficiaries on the Move: Third in a Series

2019-08-26T19:16:12+00:00

This installment of The Voice was written by Special Needs Alliance member Kristen M. Lewis, who practices in Atlanta, Georgia at Smith, Gambrell & Russell, LLP. Kristen is also a Fellow of the American College of Trust and Estate Counsel (ACTEC). She is a frequent national speaker on special needs planning, and serves on the Boards of numerous non-profits that support individuals with disabilities and their families. In her free time, she trains certified service dogs for Canine Assistants in Milton, Georgia.

SNT Beneficiaries on the Move: Third in a Series2019-08-26T19:16:12+00:00

Achieving a Better Life Experience (ABLE) – How to Open an ABLE Account

2019-09-26T16:40:24+00:00

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment was written by Pacheco, California, Special Needs Alliance member Stephen W. Dale of The Dale Law Firm, PC. Steve is a disability rights advocate and attorney dedicated to providing quality estate planning. He is a frequent speaker on a variety of disability related topics across the country. Steve regularly teaches courses to the public, financial professionals, and other attorneys on special needs trusts and trust administration. Additionally, he serves as the trustee for the Golden State Pooled Trust. Steve offers numerous videos and handouts to the public and his colleagues at www.achievingindependence.com.

Achieving a Better Life Experience (ABLE) – How to Open an ABLE Account2019-09-26T16:40:24+00:00

Disabled Military Child Protection Act Policy Issued

2019-08-26T19:21:29+00:00

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance member Kelly A. Thompson. Kelly has been a lawyer for 37 years, practicing law in Arlington, Virginia for the last 21 years. She is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and a frequent lecturer on special needs planning. Her clients include many military families and she was active in lobbying for passage of the Disabled Military Child Protection Act. Her practice focuses on planning for individuals with disabilities and the elderly, special needs trusts, trust administration and estate planning.

Disabled Military Child Protection Act Policy Issued2019-08-26T19:21:29+00:00

Recommended Books for the Special Needs Community

2019-08-26T19:05:34+00:00

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, 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 the past president of the Elder Law Section of the Minnesota State Bar Association and is repeatedly named a super lawyer in the field of elder law by her peers.

Recommended Books for the Special Needs Community2019-08-26T19:05:34+00:00

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

2019-07-02T11:52:21+00:00

This installment of the Voice was written by Special Needs Alliance member Tara Anne Pleat. Tara is a founding partner of the law firm of Wilcenski & Pleat PLLC (www.wplawny.com) 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.

Filing a Tax Return for a Special Needs Trust: What a Trustee Needs to Know at Tax Time2019-07-02T11:52:21+00:00

Updating Your Special Needs Trust – Begin with a Self Review

2019-07-01T17:25:23+00:00

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment was written by Pacheco, California, Special Needs Alliance member Stephen W. Dale of The Dale Law Firm, PC. Steve is a disability rights advocate and attorney dedicated to providing quality estate planning. He is a frequent speaker on a variety of disability related topics across the country. Steve regularly teaches courses to the public, financial professionals, and other attorneys on special needs trusts and trust administration. Additionally, he serves as the trustee for the Golden State Pooled Trust. Steve offers numerous videos and handouts to the public and his colleagues at www.achievingindependence.com.

Updating Your Special Needs Trust – Begin with a Self Review2019-07-01T17:25:23+00:00

A Short Primer on Trusts and Trust Taxation

2019-08-26T19:29:33+00:00

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance members Barbara S. Hughes of Madison, Wisconsin and Tara Anne Pleat of Clifton Park, New York. Barbara is a partner in the law firm of Hill, Glowacki, Jaeger & Hughes, LLP, where her practice is focused on special needs planning, elder law, and general estate planning and administration. A Fellow and past board member of the National Academy of Elder Law Attorneys (NAELA), in recent years she has consistently been recognized as one of the city's best attorneys in Madison Magazine and selected as a Wisconsin estate planning and probate Super Lawyer in Law and Politics Magazine, ranking since 2009 as one of Wisconsin's 25 top women attorneys. Tara 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.

A Short Primer on Trusts and Trust Taxation2019-08-26T19:29:33+00:00

Comparing Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI)

2019-07-01T18:13:30+00:00

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance members Ann Butenhof and Judith Bomster, of Butenhof & Bomster, PC, in Manchester, New Hampshire (www.butenhofbomster.com). Ann and Judith focus their practices on estate planning, special needs planning, elder law and probate and trust administration. Both are members of the National Academy of Elder Law Attorneys and the local New Hampshire chapter ("NH NAELA").

Ann is a Certified Elder Law Attorney, a Fellow of the American College of Trust & Estate Counsel, has been listed as one of New Hampshire's Top Lawyers since 2003, and has been designated one of New England's Super Lawyers.

Judith currently serves on the Board of NH NAELA, on the Ethics Committee of the New Hampshire Bar Association, and was the primary draftsperson for New Hampshire's first pooled special needs trust program for third-party trusts, a program launched in 2010 by the Enhanced Lives Options Group, a New Hampshire non-profit organization that manages several pooled special needs trust programs.

Comparing Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI)2019-07-01T18:13:30+00:00

Estate Planning for People with Disabilities

2019-08-28T17:41:01+00:00

The Voice is the e-mail newsletter of The Special Needs Alliance. This issue was written by Special Needs Alliance member Jason A. Frank, the founding partner in the law firm of Frank, Frank & Scherr, LLC, of Lutherville, Maryland. Mr. Frank's practice addresses the legal consequences of common age-related disabilities. Locate a Special Needs Alliance member in your state by visiting the Alliance's website.

Estate Planning for People with Disabilities2019-08-28T17:41:01+00:00

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