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Sometimes Less is More – Alternatives to Plenary Guardianship

2019-08-26T19:13:46+00:00

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.

Sometimes Less is More – Alternatives to Plenary Guardianship2019-08-26T19:13:46+00:00

The Social Security Administration’s Special Needs Trusts Review Process

2019-09-26T16:24:15+00:00

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment of The Voice was written by Special Needs Alliance member Sage C. Hart, who practices law in Lutherville, Maryland. Her practice focuses on estate and special needs planning. She currently serves on the Board of Directors of the First Maryland Disability Trust.

The Social Security Administration’s Special Needs Trusts Review Process2019-09-26T16:24:15+00:00

SSI Rules for Students

2019-09-27T17:48:19+00:00

This installment of the Voice was written by Special Needs Alliance member Barbara Isenhour, of the firm of Somers Tamblyn King Isenhour Bleck, PLLC in Seattle, Washington. Barbara's practice focuses on government benefits for individuals with disabilities and estate planning for families with children who have special needs. A board member of Full Life Care in Seattle, Barbara frequently lectures around the state of Washington on issues involving special needs trusts and government benefits for the elderly and individuals with disabilities.

SSI Rules for Students2019-09-27T17:48:19+00:00

The ABLE Act – A New Tool for Special Needs Planning

2019-08-28T14:50:15+00:00

This installment of the Voice was written by Robert B. Fleming. Robert is a partner in Fleming & Curti, PLC, a Tucson law firm focusing on special needs planning, trust administration, guardianship/conservatorship and estate planning. He is a Fellow of the American College of Trust and Estate Counsel, and also of the National Academy of Elder Law Attorneys. He has been a member of the Special Needs Alliance since its founding, and was one of the original co-authors of the SNA's Handbook for Trustees, the free online guide to managing special needs trusts.

The ABLE Act – A New Tool for Special Needs Planning2019-08-28T14:50:15+00:00

Considerations when Initiating or Settling a Personal Injury Action

2014-07-30T16:21:00+00:00

This issue of The Voice is written by Ken Shulman who is a partner in the Boston, Massachusetts, office of Day Pitney LLP. Ken focuses his practice on estate planning and related issues for families who have children with disabilities and on elder law. He has served as a board member for several human service agencies including the Greater Boston ARC and presently serves as a board member for the Asperger's Association of New England. He also serves on the Combined Jewish Philanthropies Committee on Disabilities and previously served on the Board of Directors of the Massachusetts Chapter of the National Academy of Elder Law Attorneys. He is a co-author of Managing a Special Needs Trust, People with Disabilities Press (2012). Ken often serves as a trustee of special needs trusts at his clients' request.

Considerations when Initiating or Settling a Personal Injury Action2014-07-30T16:21:00+00:00

Developing an Estate Plan for Parents of Children with Disabilities: A 15-Step Approach

2019-07-01T15:17:06+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. with the help of her law clerk, Christine Jensen. The firm's focus is to provide positive strategies for individuals who are aging or living with disabilities to help them 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.

Developing an Estate Plan for Parents of Children with Disabilities: A 15-Step Approach2019-07-01T15:17:06+00:00

Benefits for Special Needs Children of Civil Service Employees

2019-07-01T17:38:26+00:00

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment was written by Sandra Smith who is a law partner with Andrew Hook, a Special Needs Alliance member from the law firm of Oast & Hook, P.C. in Suffolk and Virginia Beach, Virginia. She is the editor of the firm's weekly newsletter, the "Oast & Hook News," which is available on the firm's website and is certified as an elder law attorney by the National Elder Law Foundation. Sandra is the co-author of the "Special Needs Trusts" chapter for the Elder Law in Virginia handbook published by Virginia CLE. She retired from the United States Air Force as a Lieutenant Colonel with over 20 years active duty service, and earned her law degree from the College of William and Mary School of Law.

Benefits for Special Needs Children of Civil Service Employees2019-07-01T17:38:26+00:00

The Impact of Special Needs Trusts on Eligibility for Subsidized Housing

2019-08-26T19:32:04+00:00

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment was written by Massachusetts Special Needs Alliance member Emily S. Starr, an attorney with Starr Vander Linden LLC with offices in Worcester & Fitchburg, Massachusetts. Her practice focuses on estate planning, elder law, and government benefits issues for families which include individuals with special needs. Emily is a Fellow of the National Academy of Elder Law Attorneys, the 2007 recipient of The Theresa Award, a national honor recognizing extraordinary contributions of attorneys to the community of individuals with disabilities, and a recipient of the 2008 Scholar Mentor Award from Massachusetts Continuing Legal Education, Inc.

The Impact of Special Needs Trusts on Eligibility for Subsidized Housing2019-08-26T19:32:04+00:00

18, 19, 21 Candles on that Cake

2019-07-02T10:11:43+00:00

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance member Barbara S. Hughes of Madison, Wisconsin, who comes to her interest in facilitating the best in special education experiences from her long past "life" as a sixth grade teacher. Ms. Hughes is a partner in the Madison 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, in recent years she (along with several of her law partners) 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 in 2009 as one of Wisconsin's 25 top women attorneys.

18, 19, 21 Candles on that Cake2019-07-02T10:11:43+00:00

Special Needs Trusts and “Qualified Disability Trusts”

2019-07-10T12:19:50+00:00

The Voice is the e-mail newsletter of The Special Needs Alliance. This issue is devoted to a timely topic: taxes. Alliance member Ron M. Landsman of Rockville, Maryland, addresses some common questions about taxation of special needs trusts.

Mr. Landsman is co-author (with fellow Alliance member Robert B. Fleming of Tucson, Arizona) of a short but detailed analysis of the federal income tax provision that classifies some (but not all) special needs trusts as "Qualified Disability Trusts" (or QDisTs). Their article is available on the Special Needs Alliance's website, along with other informative articles by Alliance members. In fact, members of the Special Needs Alliance are frequent contributors to the leading journals and publications on special needs issues; another detailed tax article (this one by Alliance member Dennis Sandoval of Riverside, California) recently appeared in the NAELA News, a quarterly publication of the National Academy of Elder Law Attorneys. Mr. Sandoval's article is also available on the Alliance's website.

Special Needs Trusts and “Qualified Disability Trusts”2019-07-10T12:19:50+00:00

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