Armchair Chat – 2/9/15

New Savings Accounts May Fund Care for Individuals with Disabilities

2024-12-10T10:11:41-05:00

By Morris Klein, CELA In December, amidst much euphoria, Congress passed and President Obama signed into law the ABLE Act of 2014 (Achieving a Better Life Experience). ABLE empowers states to create programs enabling individuals with certain disabilities to establish tax-free savings accounts modeled after the popular 529 college savings plans that, if used for [...]

Recommended Books for the Special Needs Community

2024-12-12T11:34:22-05:00

As lawyers in elder and disability practices, Special Needs Alliance members have many experiences that feed our empathy and understanding, but not all of us have parents with dementia or a child with a disability. One thing we have learned, though, over many years of practice, is that if you have seen one child or [...]

When Good Fortune Means Upheaval: Careful Spend Downs Can Preserve Vital Benefits

2024-12-10T10:13:45-05:00

By Carol S. Battaglia, Esq. Medicaid and SSI (Supplemental Security Income) often provide the bedrock of economic security for individuals with disabilities. But these needs-based programs require that recipients have no more than $2,000 in "countable resources-$3,000 for a married couple - meaning that receiving an inheritance, personal injury settlement or other lump sum can [...]

New Congress: Opportunities for New Champions

2025-12-30T16:18:05-05:00

By Annie Acosta, Director of Fiscal and Family Support Policy, The Arc The midterm elections are over and many wonder how they will impact the disability community in the 114th Congress. And with all of the 24/7 news coverage, it can be hard to know what really matters for people with intellectual and developmental disabilities [...]

Blog Roundup: 504 Plans/Health of Seniors/Managing SNTs

2021-04-12T06:26:53-04:00

SNA attorneys have ongoing involvement with a wide array of issues faced by individuals with disabilities, their families and the professionals who serve them. Below is a sampling of recent posts from member blogs. So What Exactly Is a 504 Plan? A 504 Plan provides accommodations and services—but not special instruction—to students with disabilities. Ranking [...]

Congress Passes ABLE Act

2024-12-10T10:23:01-05:00

Savings Accounts to Fund Care for Individuals with Disabilities With overwhelming support, Congress has passed the ABLE Act of 2014 (Achieving a Better Life Experience), providing a new opportunity for qualified individuals with special needs and disabilities to have tax-free savings accounts that will support their health and independence while preserving their means-tested government benefits. [...]

Congress Helps Vets Safeguard Security of Kids with Disabilities

2024-12-10T10:25:16-05:00

A little-publicized provision in the recently passed bipartisan National Defense Authorization Act (NDAA) will help military veterans safeguard quality of life for children with disabilities after a parent’s death. Military retirees with a Survivor Benefit Plan pension may now assign such funds to a first party special needs trust (SNT) established on behalf of the [...]

The Arc’s Center for Future Planning Launches Website!

2025-12-30T16:17:30-05:00

By Robin L. Shaffert, Senior Executive Officer, and Liz Mahar, Program Manager, Individual and Family Support, The Arc The Center for Future Planning is pleased to announce the launch of its website https://futureplanning.thearc.org/. The website is the Center's first step in supporting and encouraging families and adults with intellectual and developmental disabilities (I/DD) to plan [...]

Child Support for an Adult Child with Disabilities

2024-12-12T11:41:22-05:00Tags: , |

The Voice is the email newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance member Craig C. Reaves, CELA of Reaves Law Firm, PC. in Kansas City, Missouri. Holding the CELA (Certified Elder Law Attorney) designation from the National Elder Law Foundation, he is a Past President and Fellow of the National Academy of Elder Law Attorneys and a Fellow of the American College of Trust & Estate Counsel (ACTEC). He is listed in Best Lawyers in America and has been designated as a Missouri Super Lawyer. Mr. Reaves is an adjunct professor of elder law at the law schools of the University of Kansas and the University of Missouri-Kansas City. He practices law in Kansas and Missouri with major emphasis in the areas of estate planning, elder law, special needs trusts, and planning for persons who have a disability.

Government Benefits as a Foundation for Special Needs Planning

2024-12-10T10:29:00-05:00

By Barbara Isenhour, Esq. Navigating the acronym-ridden maze of government benefits is tough and misconceptions abound. Families may be unaware of the full range of options available to individuals with I/DD, or they may be confused about eligibility, assuming that they have too much income to consider means-based programs. Most individuals with I/DD can benefit [...]

Preparing Seniors for Long-Distance Travel

2025-12-30T16:16:54-05:00

By Cindy Schaeffer, M.S., R.N., A.P.N., Travel Care & Logistics Inc. As a flight RN, I have assisted hundreds of seniors with air travel over the past 12 years, and I have come to recognize that many misconceptions prevail. While you can no longer "book a ticket and run," it's quite possible-with adequate planning-to arrange [...]

Through a Parent’s Lens

2024-12-10T10:37:14-05:00

When a Child Has Special Needs By Mary Schmitt T. Smith, Esq. As a special needs attorney and a Mom of two adult sons with disabilities, I bring an added dimension of experiencing reality "in the trenches" to my work with clients. Yes, I know how it feels to receive a diagnosis you never anticipated [...]

How to Assess Future Life Needs for a Loved One with a Disability

2024-12-10T10:38:50-05:00

By Joanne Marcus, MSW, Executive Director, Commonwealth Community Trust The first months, or even years, after receiving the diagnosis are filled with unexpected questions and challenges when you have a loved one with special needs. “Here-and-now” needs like healthcare, therapy, education and other immediate needs can quickly take priority over future planning, which is understandable. [...]

A College Freshman with Learning Differences

2024-12-10T10:40:30-05:00

In summer 2013, Brian L., who has learning differences, was interviewed about his recent graduation from high school and eagerly anticipated college experience. Here, he and his mom describe the last 12 months of his educational journey. Q: What was your first semester of college like? Brian: I loved the social aspect. The atmosphere was [...]

SSDI Is Often a Lifeline

2025-12-30T16:15:10-05:00

By Rebecca L. Berg, CELA Social Security Disability Insurance (SSDI) is a federal program offering monthly cash payments and eventual Medicare coverage to individuals with long-term disabilities that prevent them from holding down a job. While it's a vital lifeline to many, it's often misunderstood. The Census Bureau reports that roughly one in 10 Americans [...]

Do I Really Need A Professional Trustee For My Special Needs Trust?

2024-12-10T10:43:30-05:00

By Michael C. Walther, President, Oak Wealth Advisors Serving as a trustee requires administrative and technical skills in addition to strong interpersonal communication skills. Identifying the appropriate trustee is difficult in general; a Special Needs Trust (SNT) presents additional challenges. While most families will name a relative to serve as the trustee of their family’s [...]