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- Category: mdocs-media
- Transmittal.Spending rate.ltr
- Wilcox G CANHR SNT vs Section 8
- Wilcox G CANHR Finley Case
- Tripp-Adult Sample Resource Management Report
- Tripp-Divorced Parents SNT Sample Report
- Tripp-Presentation Outline
- Armchair Chat – 2/9/15
- Top 10 issues-Michael Morris
- Voorhees-Schedule 3 – CMS Region IX CA AZ HI Bosserman Letter on MSP Liability Post Settlement 070302
- Voorhees-Schedule 7 – AAJ_Important_Medicare_Set_Aside_Information_081109
- What Happens 2008
- Why Would You Want to Use a Corporate
- Wiki-system COLORADO
- webmarketing for law firms
- Voorhees-Schedule 6 – Resolution of a Case with a Medicare Claimant – For the Defense – May 20091
- who will be there for my child1
- website presentation1
- UnProgram – Guardianship1
- UnProgram-Bernstein-Payback Time – handout – 03-08-10 000140371
- Third Party Trust distribution standards
- Unprogram – Guardianship Issues at Age 18
- Website Marketing 2
- Whitenack
- Tristani v Richman1
- What My Family Should Know1
- Wiki-SNIT System1
- Trust Protectors Advisors Etc2
- Turnbull-Courtney – Transition To Work2
- Trust Protectors Advisors Etc1
- Turnbull-Courtney – Transition To Work1
- Trust Protectors1
- What Exceptional Parents Need to Know About SSI Deeming1
- HookMacDonald-Integrating Special Needs and Financial Planning
- Korch-State by State Subrogation
- Voorhees-Schedule 6 – Resolution of a Case with a Medicare Claimant – For the Defense – May 2009
- who will be there for my child
- website presentation
- Using the Web to network – Chicago lawyer article
- Voorhees-Schedule 2 – CFRs on Recovery of Conditional Payments 42 cfr 411.24
- Voorhees-Schedule 4 – Garretson – Dealing_with_Misinformation_re_MSAs_in_Liability_Settlements_021609.pd f
- Voorhees-Schedule 8 – Garretson – MSA Garretson White Paper 081909
- Welcome to the 2014 Spring Meeting of the Special Needs Alliance
- UCP Presentation 2007 color
- Voorhees-Schedule 1 – TITLE 42 USC 1395y Exclusions from Coverage and Medicare as Secondary Payer
- WC-Medicare Letter from CMS re MSP-WC FAQ
- Website content planning guide
- SNA Comerica June3 2008
- Whitenack-Setting and collecting fees
- Using Special Needs Trusts in EP
- WC-Medicare Letter from CMS re MSP-WC FAQ-add
- Winston
- Identity Theft.SNA
- Krooks – Kiplinger Retirement article
- Lovelace – Creating the Distribution Plan
- LowderScales-Washington JE Lucas CtyOH based on Ahlborn
- Medicaid Lien with Provider Detail
- NAELA SNA Amici Curiae Brief 11-27-13
- Public Policy Decision Making Protocol FINAL
- R. Landsman Book Final draft 2-22-2011
- Rubin-Dale-EP MAGAZINE ARTICLE FEB 2011 RUBIN
- SNA Capitol Connection Sept. 2010
- Special Needs Alliance Listserver FAQ
- UnProgram – Guardianship
- UnProgram-Bernstein-Payback Time – handout – 03-08-10 00014037
- BuyingHome 2008
- EstatePlanning 2008
- Fleming – Prudent Investor Rule
- GENEX_MSA_Presentation_11FEB08
- Guide Special Trusts 2008
- Personal Injury Special Needs Alliance Spring 2012
- Title II Work Rules
- Trust Agreement
- Trustee HB Order Form 2011
- Wong v. NYDHS
- tips print ads
- Title II and SSI Work Rules 2012
- Website Marketing
- Medicares Interest in Liability Cases
- SNTVIII Update 2006
- Special Needs Alliance Fall 2013 Meeting on 10-19-13
- Supplemental Income 2008
- Title II and SSI Work Rules1
- Utilizing SSSNTs to Protect Public Benefits1
- Beneficiary 2010 Special Needs Trust Letter
- CMS 07-11-05
- Elder Law Issues in Divorce Practice
- Motor Vehicle Seminar 11.06
- Operating Agreement2007
- POMS SI 01120.203
- Ruseell-SNA Brand Audit Report final
- SNADirectors 2_8_08
- SNADirectors 6_1_07
- SNAManagers1_26_07
- SNAManagers2_23_07
- SNAManagers2_9_07
- The Marketing Plan 2
- Title II and SSI Work Rules
- Utilizing SSSNTs to Protect Public Benefits
- Declaration of Irrevocable Asset Trust
- Drafting-Frigon-Retirement Account PP
- EC v DHMAS
- Final – Advance Care Planning
- Hook-McLean v Davis opinion 20090929
- keyword research guide
- SNT Administration NAMI 2007
- TheAbsolutelyBasicGuidetoPublicBenefitsforHealthProfessionals
- Weatherbee_District_Court_Decision
- Swartz-Structured Settlements Hindert 2008
- Tristani v Richman
- What My Family Should Know
- Wiki-SNIT System
- Trust Protectors Advisors Etc
- Turnbull-Courtney – Transition To Work
- Trust Protectors
- What Exceptional Parents Need to Know About SSI Deeming
- Whitenack – Special Needs Trust Powepoint Presentation
- Who Will Get The Benefit of Your Work Landsman 6-2-07
- Who Will Get The Benefit of Your Work.FINAL
- ToolKit Master
- Voorhees-Schedule 5 – Garretson – Making Sense of Medicare Set Asides TRIAL May 2006
- We Are SNA 2008
- Torn-Security-Blanket-Report
- Voorhees-Resolving the MSA in Liability Case Debate – SNA Fall 2009
- What Can An SNT Pay For — Mayo December 2009 FINAL
- When Parents Divorce – Barr – Feb. 2010 FINAL
- Whitenack2
- Workers Compensation Medicare Set Asides
- WSTLA art. Low income plaintiff
- WSTLA article on SNT and elderly
- WSTLA article on Veteran Benefits
- TheAbsolutelyBasicGuidetoPublicBenefitsforHealthProfessionals-Cover
- Third party SNT File Process Flow
- Third-Party SNTs
- titling accounts
- turnbullUSE OF TRUST PROTECTORS
- UCP Presentation 2007
- WC Medicare Memo from CMM re WC Commutation of Benefits
- WilcenskiEVW- sample engagement agreement.2011
- WilcenskiEVW- sample engagement agreement.married couple.2011
- Winston2
- Working with Trial Attorneys
- Writers guidelines from EP Magazine
- Tips for Authors of Exceptional Parent Articles
- Tips for Authors of The Voice Articles
- Trust Income Tax Rates for 2006
- Trust Protector
- US v Harris.Medicare Recovery
- WC-Medicare Attorney-Client Agreement with Client-Claimant
- WC-Medicare Attorney-Client Agreement with Trustee
- WC-Medicare Check Plan
- WC-Medicare Form CMS-1696
- WC-Medicare Intake Conf with Client-Claimant
- WC-Medicare Intake Conf with Client-Trustee
- WC-Medicare Intake Conf with WC Attorney
- WC-Medicare Intake Form Litigation Info
- WC-Medicare Intake Form Personal Info
- WC-Medicare Intake Form Trust Info
- WC-Medicare Intake Form
- WC-Medicare Letter 1 to Client re Fee Agreement
- WC-Medicare Letter to Client-Claimant enclosing payoff letters
- WC-Medicare Letter to Client-Claimant explaining trust
- WC-Medicare Letter to Client-Claimant re initial appt
- WC-Medicare Letter to Client-Claimant with CMS approval
- WC-Medicare Letter to Client-Trustee re counseling session
- WC-Medicare Letter to CMS Regional Office re Trust
- WC-Medicare Letter to Insur Co enclosing payoff
- WC-Medicare Letter to Insur Co requesting payoff
- WC-Medicare Letter to Medicaid enclosing payoff
- WC-Medicare Letter to Medicaid requesting payoff
- WC-Medicare Letter to Medical Claims Custodian Trustee
- WC-Medicare Letter to Medicare COB enclosing payoff
- WC-Medicare Letter to Medicare COB requesting payoff
- WC-Medicare Letter to Social Security Administration
- WC-Medicare List of Documents Requested
- WC-Medicare Memo for Client-Trustee Counseling Session
- WC-Medicare Screening Sheet
- WC-Medicare Set-Aside Trust
- WC-Medicare System Documents
- Why attorneys need to know about SNTs
- wilcenski-FEE AGREEMENTS AND BILLING ISSUES IN THIRD PARTY TRUST.outline
- Trust Committee
- Zprexa client letter
- Typical D4A
- Trust Funding-Titling Memo to Third Parties
- Category: Uncategorized
- Staying Independent
- Dual Eligible Beneficiaries Under Medicare and Medicaid
- In Case You Missed This: Choosing Summer Camp for Kids with Disabilities
- Don’t Let an Emergency Find You Unprepared
- Paid Family and Medical Leave: The Disability Angle
- SNA Members at The Arc Convention
- Travelers with Special Needs Learn Ins and Outs of Airports
- Special Ed Needs Flexibility
- In Case You Missed This: Adopting A Child With Special Needs
- Buying A Vehicle With Funds From A Pooled Special Needs Trust
- Supreme Court Special Ed Decision Leaves Questions Unanswered
- American Health Care Act Sparks Controversy
- Roundup: Inheritances/Caregivers/Court Filings
- Terminating a Special Needs Trust
- Developmental Disabilities Awareness Month: A Time to Reflect
- Proposed Changes to Public Benefits Create Confusion
- Retirement Funds and SNTs
- New Rule Would Ban Required Arbitration in Nursing Home Disputes
- ABLE Implementation: Fall 2016 Update
- Expanding ABLE: Three Bills to Improve the ABLE Program
- When Should You Consider a Pooled Trust?
- Coaches Can Help Job-Seekers with Disabilities
- Adopting a Child with Special Needs
- Roundup: Subsidized Housing/Nursing Home Contracts/Alzheimer’s
- I Just Want to Raise My Child:
- Tips for Negotiating the Best IEP
- Roundup: Family Case Study/Modified Curriculums/Paying Home Care Workers
- Bipartisan Policy Center Recommends Long-Term Care Innovations
- Vote!
- Choosing Summer Camp for Kids with Disabilities
- Roundup: When You Suspect a Disability/Guardianship Mediation/Nursing Home Discharges
- Katie Beckett Waiver Brings Home Care to Kids with Serious Disabilities
- Long Waiting Lists for Community Services Deny ADA Rights
- Celebrating the Holidays When a Child Has Special Needs
- Implementing the ABLE Act
- Roundup: Special Needs Trusts/Vets with Disabilities/Medicare
- Glut1 Deficiency Syndrome: A Little-Understood Disability
- How You Can Promote Supported Decision-Making for People with Intellectual and Developmental Disabilities
- Siblings Don’t Always Make the Best Trustees
- Roundup: Supported Decision-Making/Bullying/Pre-Dementia Planning
- Americans with Disabilities Act Turns 25
- Having Your Say: What if Advance Directives Are Ignored?
- Making the Most of Summer Vacation
- Special Needs Trust Fairness Act Is Reintroduced
- Disability Policy Seminar 2015 – Get Involved and Get the Facts!
- Developmental Disabilities Awareness Month: Opportunities and Misconceptions
- Understanding the Role of Representative Payee
- When Good Fortune Means Upheaval: Careful Spend Downs Can Preserve Vital Benefits
- Blog Roundup: 504 Plans/Health of Seniors/Managing SNTs
- The Arc’s Center for Future Planning Launches Website!
- Preparing Seniors for Long-Distance Travel
- The Arc’s Chapters – Making the Future More Secure for Families Across the Country
- How to Assess Future Life Needs for a Loved One with a Disability
- A College Freshman with Learning Differences
- Do I Really Need A Professional Trustee For My Special Needs Trust?
- Blog Roundup: Service Dogs/Health Care Surrogates/Educating Kids in Nursing Homes
- When Parents Can’t Pay
- Blog Roundup: Robot Caregivers/Medicare Changes/Marriage Under Guardianship/Community Care for Seniors
- Trustees Should Use Professional Administration for MSAs Inside SNTs
- PBATS and The Arc Join Forces to Promote Inclusion
- Second Chance: Rescued Dogs Help Vets Heal
- Blog Roundup: Home and Community Care/Least Restrictive Environment/”Sole Benefit” SNT Distributions/Hospitals and Family Caregivers
- Understanding SNT Groundrules Can Avoid Disappointment
- Blog Roundup: Caregiving Spouses/SNTs and Child Support/Home- and Community-Based Care
- Understanding VA Disability Benefits
- The Arc Launches New Center for Criminal Justice and Disability
- Blog Roundup: PI Settlements/College Supports/Eldercare/Employment/SNTs & SSI
- The Arc Reacts to Startling New Bureau of Justice Statistics on Crimes against People with Cognitive and Other Disabilities
- Getting Out the Vote: Improving Access for Voters with Disabilities
- Choosing the Right Nursing Home
- Care Managers Can Reduce Family Pressures
- Transferring Guardianship Between States
- Do Not Hospitalize Directives Often Confuse
- End-of-Year Tax Considerations
- Senate Should Ratify UN Disability Rights Treaty
- Home Care for Alzheimer’s
- Preparation Pays at Special Ed Meetings
- Obtaining Disability Benefits for a Child with Special Needs
- Unfinished Business
- The Do’s and Don’ts When Hiring an Employee with Special Needs
- Not Accepting “No”: Tips on Advocating Change
- Keeping Seniors with Developmental Disabilities in the Community
- Liability for Medicare Set-Asides Largely Undefined
- Graduating from Special Ed, Anticipating College
- Military Survivor Benefits and SNTs
- Remember, Transitional Planning Works at the Other End of the Life Spectrum, Too!
- SNA to Blend Family and Legal Perspectives at Autism Society Conference
- It’s Déjà Vu All Over Again
- Tax Considerations in Personal Injury Settlements
- Caregiving in a Digital World
- Making School Sports Accessible
- How Will the Affordable Care Act Affect SNTs?
- Thinking It Through
- Caregiver Burnout Hurts the Entire Family
- After the Evaluation . . .
- CCD Task Force Seeks to Improve Social Security Processes
- Tax Tips for Families with Special Needs
- “Less Visible” Federal Programs Could Feel Budget Ax
- Caregiver Agreements Can Clarify Family Roles
- The Olmstead Decision and Mental Health Systems Reform
- Transition Planning Can Shape a Life
- Structured Settlements Don’t Always Make Sense
- Alzheimer’s Alters Family Roles
- Don’t Forget Living Space Adaptations When Planning for Special Needs
- Preventing the Abuse of Individuals with Disabilities
- Early Intervention Can Change a Life
- Military Families Face Legal Inequities
- The Emotional Journey of Families with Special Needs
- VA Benefits: A Broken Bureaucracy
- Divorce and Children with Special Needs
- What Makes Autism so Uniquely Stressful?
- The Search for Community-Based Jobs
- The Katie Beckett Difference
- False Arrest
- How to Fight Bullying
- A Self-Advocate’s Perspective
- Sibling Perspectives on Special Needs
- Making a Difference with Sports
- Dogs with a Mission
- To Plan or Not to Plan – That Is Not the Question
- Music as a Healing Art
- Special Education Under Siege
- A Few Thoughts about Special Needs Planning for Mental Illness
- Medicaid and Special Needs
- Advocacy in an Election Year
- The Letter of Intent: Advice for the Future Team
- Military Life Complicates Care Plans for Dependents with Special Needs
- Accessible Transportation Is Key to Independence
- Balancing Wages with Public Benefits
- CLASS Act’s Demise Underscores Long-Term Care Crisis
- Guardianship Varies by State
- The Education Power of Attorney: Empowering Students with Disabilities
- The Trust Protector as Insurance Policy
- Divorce Settlements Can Imperil Public Benefits
- Care Managers: Professionals Who Make It Personal
- Why Siblings Shouldn’t Be SNT Trustees
- Transition Planning Should Start Early
- Community-Based Residences Make Social and Economic Sense
- The Danger of Medicaid Block Grants
Voice Articles
- SNT Beneficiaries on the Move: Second in a Series
- SNT Beneficiaries on the Move: First in a Series
- Two Different Types of Special Needs Trusts
- Trust Protectors for Special Needs Trusts
- The Social Security Administration’s Special Needs Trusts Review Process
- Filing a Tax Return for a Special Needs Trust: What a Trustee Needs to Know at Tax Time
- Achieving a Better Life Experience (ABLE) - How to Open an ABLE Account
- The "Special Needs Trust Fairness Act" is Finally Law: Individuals with Disabilities Can Now Establish Their Own Trusts
- Transferring Guardianship Across State Lines
- SSI Rules for Students
- Political Advocacy by Parents of Children with Disabilities
- Disabled Military Child Protection Act Policy Issued
- Income Taxes and Special Needs
- Representative Payee for Social Security Benefits
- Distributions from Special Needs Trusts: In Kind Distributions, Credit Cards, Gift Cards, or Debit Cards
- Telephone Scams Preying on Vulnerable Adults
- Disabled Military Child Protection Act
- Medicare Observation Status: Denying Medicare Coverage for Skilled Nursing Home Care
- A Wake up Call for Professional Trustees and Parents
- The ABLE Act - A New Tool for Special Needs Planning
- Bullying of the Special Needs Child and What Parents Can Do
- Recommended Books for the Special Needs Community
- Summary of Disability Benefits
- Child Support for an Adult Child with Disabilities
- Naming a Special Needs Trust as Beneficiary of your IRA or Retirement Plan
- Considerations when Initiating or Settling a Personal Injury Action
- Tax Tips for Parents of a Child with Special Needs
- Filing a Tax Return for a Special Needs Trust: What a Trustee Needs to Know at Tax Time
- Special Needs Trusts And Home Ownership: A Trustee's Concerns
- The Affordable Care Act and Its Impact on Individuals with Special Needs
- When Medicaid or SSI Benefits are Denied or Terminated - Now What?
- When A Family Member Serves As Trustee (Part II): The Devil Is In The Details
- Letter of Intent
- Does My Child Need a Guardianship?
- Developing an Estate Plan for Parents of Children with Disabilities: A 15-Step Approach
- Using Private Trustees to Administer Special Needs Trusts
- Updating Your Special Needs Trust - Begin with a Self Review
- Your Special Needs Trust ("SNT") Defined
- SSI Overpayments: How Does It Happen and What Can One Do?
- When a Family Member Serves as Trustee - "Fair and Honest Is Not Enough"
- Special Needs Trusts and the Purchase of a Vehicle
- SNAP! Food Assistance for Persons with Disabilities
- Funding a Special Needs Trust with Life Insurance
- Charitable Intentions - Uncharitable Results
- Citizenship Status and Disability Benefits
- Buying a House - More Questions
- What Are You Waiting For?
- Private Disability Insurance
- Benefits for Special Needs Children of Civil Service Employees
- Is a Qualified Disability Trust Appropriate?
- A Short Primer on Trusts and Trust Taxation
- Using Pooled Trusts In Estate Planning
- Dear Grandma and Grandpa...
- Is There a Place for a Family Member with Special Needs in The Family Business?
- Work History Requirements for Social Security Disability Insurance
- How Work Can Affect Title II Disability Benefits Part II: Ticket to Work and Extension of Medicare and Medicaid Benefits
- Title II Disability Work Rules Part I: Will I Lose My Disability Benefits if I Try to Work?
- Special Needs Information on the Internet: Proceed with Caution
- Utilizing the Spend Down Option to Maintain SSI and/or Medicaid Eligibility
- Better Advocacy Through Acronyms
- The New Medicare Surtax: Will You or Your Special Needs Trust Be Affected in 2013?
- The Mission Project
- Planning for Adult Children with Disabilities
- Buying a House for a Special Needs Beneficiary: Proceed with Care!
- Avoid This Common Banking Error
- Decisions Arising with the Death of a Child
- The Pre-Existing Condition Insurance Plans (PCIP) Under 2010's Health Care Reform Law
- The Pitfalls of Caregiver Employment: Paying, Withholding, and Reporting Requirements
- The Impact of Special Needs Trusts on Eligibility for Subsidized Housing
- The Other Special Need: Planning for Those with Severe Mental Illness
- Comparing Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI)
- Special Benefits for Military Families -- Elect With Care
- The Past, Present and Future of Community Living for Persons with Disabilities - A Christmas Carol
- What Health Reform Means for Persons with Disabilities
- Veteran's Benefits
- Dear Grandma and Grandpa...
- Life Insurance on a Child with Special Needs: Benefits and Challenges
- Planning Options With Retirement Benefits
- Retirement Accounts and Government Benefits
- Crummey Doesn't Mean Lousy
- Your Special Needs Trust Explained
- Being Prepared For a Disaster
- What happens when persons living with disabilities marry?
- Housecleaning? Please Don't Pitch These Records!
- Signing the Social Security Application
- Life Insurance and Children With a Disability
- 18, 19, 21 Candles on that Cake
- Pooled Trusts for Individuals with Special Needs
- Taxes and Special Needs Trusts
- Estate Planning for People with Disabilities
- Medicare Premium Rules Will Affect Some Large Trusts
- Advocacy for Parents of Children with Disabilities
- The Secret of When Less Is More
- Top Ten Tips When Planning For Special Needs
- What Property May a Person Receiving SSI Own?
- "I'm Glad She Did That"
- Letter of Intent
- The Military's Survivor Benefit Plan and the Disabled Child
- Special Needs Trusts and "Qualified Disability Trusts"
- Generational Planning: When the Caregiver Needs Help
- Planning for Multiple Generations
- Peering Into the Crystal Ball: Planning for Potential Disability
- Choosing an Attorney to Help With Special Needs Planning
- Is My Money Safe?
- Alliance Praises Passage of ADA Amendments Act
- Realistically Assessing an Exceptional Child s Future
- Planning Your Estate: When a "Simple Will" Won't Suffice
- Insurance and Other Concerns for Parent/Caregiver
- Remembering Harriet McBryde Johnson
- What to Pay Before Funding a Special Needs Trust
- Economic Stimulus Payments and TV Converter Box Coupons
- Our Readers' (That Is, Your) Questions
- An Introduction to "In-kind Support and Maintenance"
- Income Tax Benefits for Families With Special Needs Children
- Moving a Special Needs Trust to a New State
- What Can a Special Needs Trust Pay For?
- Structuring a Personal Injury Settlement
- Beware of UTMA Accounts
- Fixing a Flawed Special Needs Estate Plan
- Third Party Special Needs Trusts
- Questions About Setting Up a Special Needs Trust
- Managing Care: A Looming Perfect Storm
- International Attention Focused on Disabilities
- A Reader's Question About Pooled Trusts
- Subsidized Housing and Special Needs Trusts
- Special Needs Trusts and Individual Retirement Accounts
- Veterans and Special Needs Trusts
- Non-Profit Organizations as Trustees of Special Needs Trusts
- Alternatives to Litigation Special Needs Trusts
- Estate Planning for Families With Special Needs Children
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