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What, Where, Why, and When must a Special Needs Trust Be Reported to Government Agencies?

This article for The Voice® was written by Emily B. Kile, Esq. of Scottsdale, Arizona. Emily is a partner at Kile & Kupiszewski Law Firm, LLC. Emily has been practicing law since 1993.  She is a member of the Special Needs Alliance. Her practice areas include special needs planning, probate, trust administration, long term care planning and guardianship/conservatorship matters.  Emily is also a licensed fiduciary. She serves as Trustee, Conservator and Financial Agent for individuals. Emily is a past chairperson for the Elder Law, Mental Health & Special Needs Planning section of the State Bar of Arizona. Please visit her at: www.kilekuplaw.com

2022-05-19T09:35:22-04:00

Distributions from Special Needs Trusts: In Kind Distributions, Credit Cards, Gift Cards, or Debit Cards

You are the trustee of a special needs trust. Your beneficiary (Beth) lives in public housing, receives SSI (Supplemental Security Income) and MA (Medical Assistance), and has just asked you for a $200 gift card to Target so that she can buy headphones, clothes, toiletries, and some food. Remember, a special needs trust (SNT) is [...]

2024-04-16T12:06:32-04:00Tags: |

The Affordable Care Act and Its Impact on Individuals with Special Needs

This issue of the Voice was written by SNA member Shirley B. Whitenack, Esq. of Schenck, Price, Smith & King, LLP and an associate at her firm, Crystal West Edwards. Shirley's practice focuses on elder and special needs law and estate and trust litigation, planning and administration. She is a Fellow and the Vice President of the National Academy of Elder Law Attorneys (NAELA) and is a member of its Council of Advanced Practitioners (CAP). Crystal's practice focuses on elder and special needs law. She is a member of the Elder and Disability Law Section of the New Jersey Bar Association, NAELA, and Secretary of the New Jersey Chapter of NAELA and the Garden State Bar Association.

2021-01-18T10:34:30-05:00

Charitable Intentions – Uncharitable Results

The Voice is the email newsletter of The Special Needs Alliance. This installment was written by Mary Alice Jackson, Esq., a member of the Special Needs Alliance and active participant on its Public Policy Committee. She is a partner at Boyer & Jackson, P.A., with offices in Sarasota, Florida, and Austin, Texas. Her practice includes special needs and long-term care planning, estate planning, probate and end-of-life issues. Mary Alice is also an active member of the National Academy of Elder Law Attorneys, a past Chair of the Florida Bar Elder Law Section, and an adjunct professor in the Stetson University College of Law Elder LL.M. program.

2023-03-09T11:20:46-05:00Tags: |

Buying a House for a Special Needs Beneficiary: Proceed with Care!

The Voice is the email newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance member Martha C. Brown, CELA, at the St. Louis, Missouri law firm of Martha C. Brown & Associates, LLC. She limits her practice to elder law and special needs law. A Fellow of the National Academy of Elder Law Attorneys and a Certified Elder Law Attorney, Martha has been designated a Super Lawyer in Kansas City Magazine for the last five years. Through her continuing legal education presentations and community presentations, Martha helps attorneys and the public understand and address legal issues concerning the elderly and people with disabilities.

2024-04-22T16:30:36-04:00Tags: |

What Happens When Persons Living with Disabilities Marry?

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance members Edward V. Wilcenski, Esq. and Laurie Hanson, Esq.. Ed Wilcenski is a partner in the Clifton Park, New York law firm of Jones Wilcenski & Pleat PLLC. His practice is focused entirely on Special Needs Estate Planning, Elder Law, and Trust & Estate Planning and Administration. He is a former President of the Special Needs Alliance, and is a frequent author and lecturer on topics involving special needs trusts and estate planning for individuals with disabilities and their families.

Laurie Hanson is a shareholder in the Minneapolis, Minnesota elder law firm of Long, Reher & Hanson, P.A. whose 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. Ms. Hanson 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.

2024-04-22T15:59:53-04:00Tags: |

Top Ten Tips When Planning For Special Needs

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance members Richard E. Davis, CELA and Jennifer L. Lile, CELA, both of whom focus their practices on estate planning, special needs planning and elder law. Rick is a Certified Specialist in Estate Planning, a Certified Elder Law Attorney, a Fellow of the American College of Trust & Estate Counsel, has been listed in Best Lawyers in America each year since 2003, has been designated as an Ohio Super Lawyer, and is included on the Top 100 Attorneys List for the state of Ohio. Jennifer and Rick are both frequent speakers on the topic of special needs planning, and they have co-authored numerous articles on that topic.

2024-04-16T14:51:38-04:00

An Introduction to "In-Kind Support and Maintenance"

You are reading The Voice, the e-mail newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance member Raymon B. Harvey, Esq., who is an AV-rated sole practitioner in Little Rock, Arkansas. You can read more about Mr. Harvey, and his practice, at his office's website, which provides additional information about Special Needs Trusts and related issues such as Guardianship and Conservatorship, Medicaid eligibility, and other topics of concern to those with disabilities and their caretaker families.

2024-04-16T14:24:22-04:00Tags: |

Managing Care: A Looming Perfect Storm

You are reading The Voice, a newsletter published by The Special Needs Alliance. Our purpose is to provide information--and answers--about special needs planning for family members and professionals. We hope this newsletter helps you. We would love to hear your questions, suggestions and comments; please feel free to e-mail us. We also encourage you to forward our newsletter to others who might benefit from the information here, or who might have similar questions.

2024-04-16T14:02:53-04:00Tags: |