2024-2025 Officers Tara Anne Pleat, CELA, President Tara Anne Pleat, CELA., co-owns the law firm Wilcenski & Pleat PLLC, with offices in Clifton Park and Queensbury, New York. She focuses on special needs and traditional estate planning and administration, as well as long-term care planning. After [...]
INTRODUCING KATHIE BROWN ROBERTS, CELA. I became interested in special needs planning as somewhat of a natural progression from estate planning, probate and even guardianships. These areas of law bring into focus the potential benefits of proper planning on the lives of disabled persons and the expense of [...]
This issue of The Voice® is written by SNA member Nicola Melby of McCarthy Summers Wood Norman Melby & Schultz, PA in Stuart, FL. The firm serves Martin, St. Lucie, Indian River, Okeechobee and Palm Beach counties in Florida in the areas of elder & special needs law, estate planning, guardianship, and wills & trusts, and more.
This issue of The Voice® is written by SNA member Kristen Lewis and Emma Barry of Bowden Law Firm in Atlanta, GA. The firm specializes in special needs and disability estate planning, trust and wealth transfer planning and administration, guardianship and conservatorship planning, and charitable gift planning.
Every parent experiences some anxiety as they prepare to send their child to college, but for parents of children with disabilities, those anxious feelings can grow exponentially. We are sharing some helpful tips to help allay your nerves and ease the transition process for both you and your child.
This issue of The Voice® is by SNA member Rebecca Kueny of Kueny Law LLC. Located in Salem, Oregon, her firm covers the entire state of Oregon and focuses on special needs planning, disability benefits, estate planning, long-term care planning, and more.
When a family member approaches age 65, there are often significant changes to benefits and supports. In addition, there are opportunities that can offer future benefits to your loved one that need to be addressed, some before your loved one turns 65. What services may be changing? What do family members need to know? To help prepare for this transition, we have highlighted some of the top considerations.
On the heels of a child with special needs’ biggest milestones becoming an adult at eighteen (18) comes the next and arguably more challenging milestone – life after turning twenty-two (22). What services end? What do parents and guardians need to know? To help prepare for this transition, we have highlighted some of the top considerations.
This issue of The Voice® was written by SNA member Catherine Wilson of McPherson, Rocamora, Nicholson, Wilson & Hinkle, PLLC, which is located in Durham, North Carolina and serves the areas of Durham, Raleigh, Chapel Hill and beyond. Catherine focuses on estate planning, special needs planning, guardianships, taxation law, and trust and estate litigation.
This issue of The Voice® was written by SNA member Jacob Menashe of Hickman Menashe, P.S. in Lynnwood and Bellevue, Washington. Serving clients in the greater Snohomish and King County areas and throughout Washington, the firm works with their clients on legal concerns related to elder law and estate planning. Jacob was assisted by a former associate of his firm, Sage Graves Slugić, now practicing at Graunke Ayoub Law in Seattle, Washington.