The Voice®

The Voice®2019-05-23T16:45:16-04:00

The Voice is SNA’s newsletter, written by our member attorneys for the benefit of families, other attorneys and professionals who work with the special needs community.

These are in depth articles that address the complex issues we each face.

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

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Customizable Visa Card Offers Flexibility to Beneficiaries

This installment of The Voice was written by Special Needs Alliance member Stephen W. Dale, Esq., founder of The Dale Law Firm, PC, in Pacheco, California. His practice focuses on estate planning, and he is an ardent advocate for disability rights. He is a frequent national speaker on a wide range of disability topics, and has received both the Powley Award and Theresa Foundation Award in recognition of his work on behalf of individuals with special needs. He is a board member with the Arc of California, a trustee with the Golden State Pooled Trust, and legal counsel for True Link Financial.

Customizable Visa Card Offers Flexibility to Beneficiaries

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Customizable Visa Card Aids Financial Independence

This installment of The Voice was written by Special Needs Alliance member Stephen W. Dale, Esq., founder of The Dale Law Firm, PC, in Pacheco, California. His practice focuses on estate planning, and he is an ardent advocate for disability rights. He is a frequent national speaker on a wide range of disability topics, and has received both the Powley Award and Theresa Foundation Award in recognition of his work on behalf of individuals with special needs. He is a board member with the Arc of California, a trustee with the Golden State Pooled Trust, and legal counsel for True Link Financial.

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Special Needs Planning Benefits All Siblings

This edition of the Voice is written by Benjamin A. Rubin, Esq., LLM, a partner in Rubin Law, with offices in Buffalo Grove, Chicago and Old Orchard, Illinois. The firm focuses exclusively on serving the families of children and adults with developmental disabilities, intellectual disabilities and mental illness. Having a brother with autism, among other significant disabilities, has profoundly shaped who Benjamin is today, including the type of law he chose to practice.

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Service Animals, Emotional Support Animals, and Individuals with Disabilities

This article for The Voice was written by Richard Kroll, Esq. of Rochester, New York, a member of the Special Needs Alliance. An attorney with 45 years of experience, his expertise is frequently sought by both individuals, and organizations in the special needs community. Richard is a self-described “cat-person.” Please visit him on the web at www.Kroll-LawOffice.com.

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Who Will Protect Your Child from You?

This installment of The Voice was written by Special Needs Alliance member Joseph R. Gilsoul, Esq., of Gilsoul & Associates, Shreveport, Louisiana. He has practiced special needs law and estate planning for over 32 years and frequently speaks on these subjects to professional groups and the general public, including attorney continuing education seminars. Visit his website at www.Gilsoul-law.com.

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In-Kind Support and Maintenance – A Trap for the Unwary

This edition of the Voice is written by Leonard Anderson, Esq. Leonard is a Partner at Barlow Anderson, LLC in Anchorage, Alaska, where he has been practicing in the elder law field for more than 25 years. He is a member the Special Needs Alliance and his practice areas include probate, estate planning, guardianships, special needs planning, and trusts. He is a past president of the Anchorage Bar Association and is a member of the Probate Rules Committee for State of Alaska.

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Mediation Promotes Relationships, Dignity and Choice

ROXANNE J. CHANG, JD, MS LLP, is an attorney specializing in elder and special needs law. She is also a Limited Licensed Psychologist, with a Graduate Certificate in Gerontology. Ms. Chang has experience in consultation and advocacy for persons with dementia, developmental disabilities, and other individuals with special needs. She also provides conflict resolution services, including mediation and conflict coaching. Ms. Chang has a solo private practice in Plymouth, Michigan.

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Finding a Balance of Autonomy, Support, and Assistance: Using Supported Decision-Making Agreements and Powers of Attorney

This edition of the Voice was written by Mark Todd Johnson, CELA. Mark is a partner at Johnson Teigen, LLC in Fitchburg, Wisconsin. The law firm serves clients of all ages and circumstances with wills, trusts, powers of attorney, special needs planning and trusts, long-term care planning (including Medicaid), and guardianships. He is the 2019-2020 president of the Wisconsin Chapter of the National Academy of Elder Law Attorneys.

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How long do you have to work for Social Security Disability Insurance benefits if you are 30 and younger?

This installment of the Voice was written by Martha C. Brown, CELA, a Special Needs Alliance Member who has been practicing in the field of elder law and special needs for over 30 years and is a Certified Elder Law Attorney as certified by the National Elder Law Foundation. Her firm, Martha C. Brown & Associates, LLC, concentrates on the unique legal needs of the elderly, people with disabilities and the families who care for them.

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Should a Special Needs Trust Pay for Medical Marijuana?

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance member Kyle Moore, Esq., who practices with the law firm of Weems, Schimpf, Haines, Shemwell & Moore, in Shreveport, Louisiana. He focuses on special needs planning, elder law and estate planning.

Requirements for Reprinting this Article: The below article may be reprinted only if it appears unmodified, including both the author description above the title and the "About this Newsletter" paragraph immediately following the article, accompanied by the following statement: "Reprinted with permission of the Special Needs Alliance - www.specialneedsalliance.org."

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Preserving SSI When Divorcing Parents Have a Child with Disabilities

The Voice is the email newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance member, Lee M. Holmes, CELA, of Holmes, Holmes and Neisent, PLLC in Oklahoma City, Oklahoma. The law firm’s practice focuses on planning for persons with disabilities, estate planning, Medicaid and elder law. Lee is a founding member and fellow of the National Academy of Elder Law Attorneys, a certified elder law attorney (CELA), is listed in Best Lawyers in America and has been designated an Oklahoma Super Lawyer.

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Financial Abuse of Individuals with Disabilities

This installment of The Voice was written by Special Needs Alliance member Elizabeth L. Gray, Esq., a principal with the firm of McCandlish Lillard, with offices in Fairfax and Leesburg, Virginia. She has practiced special needs and elder law for over 20 years and has been listed in Best Lawyers of America annually since 2012. She also sits on the board of directors of Brain Injury Services.

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Tax Law Changes for Those with Disabilities

This edition of the Voice was written by SNA member, Robert B. Fleming, CELA. Robert is a partner in the Tucson, Arizona law firm of Fleming & Curti, PLC. He is a long-time member of the Special Needs Alliance and frequently speaks on special needs issues to lawyers and family members all over the country. You can subscribe to his newsletter and podcast at www.elder-law.com.

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Selecting a Trustee – Some Things to Consider

Parents and grandparents often have a pretty good sense of when they may want to create a special needs trust ("SNT") for their child or grandchild with atypical needs. They also understand, perhaps after discussion, when their family's circumstances warrant a need for money management, or if an inheritance will jeopardize essential means-tested government benefits, like SSI or Medicaid. In meeting with a special needs attorney, Clark and Cathy explained that Sara, their daughter with developmental delays, would be unable to manage her own inheritance. The question they had not fully considered was, "Who should hold that job after they are gone?"

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Sometimes Less is More – Alternatives to Plenary Guardianship

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance member Timothy Rigby, Esq., 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.

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Recommended Books for the Special Needs Community, Second Installment

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance member Laurie Hanson, Esq., a shareholder in the Minneapolis, Minnesota elder law firm of Long, Reher, Hanson, & Price, P.A. The firm’s 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. 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 a past president of the Elder Law Section of the Minnesota State Bar Association, a member of the SNA board of directors, and is repeatedly named a super lawyer in the field of elder law by her peers.

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SNT Beneficiaries on the Move: Third in a Series

This installment of The Voice was written by Special Needs Alliance member Kristen M. Lewis, Esq., who practices in Atlanta, Georgia at Smith, Gambrell & Russell, LLP. Kristen is also a Fellow of the American College of Trust and Estate Counsel (ACTEC). She is a frequent national speaker on special needs planning, and serves on the Boards of numerous non-profits that support individuals with disabilities and their families. In her free time, she trains certified service dogs for Canine Assistants in Milton, Georgia.

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SNT Beneficiaries on the Move: Second in a Series

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment of The Voice was written by Special Needs Alliance member Kristen M. Lewis, Esq., who practices in Atlanta, Georgia at Smith, Gambrell & Russell, LLP. Kristen is also a Fellow of the American College of Trust and Estate Counsel (ACTEC). She is a frequent national speaker on special needs planning, and serves on the Boards of numerous non-profits that support individuals with disabilities and their families. In her vast amounts of free time, she trains certified service dogs for Canine Assistants in Milton, Georgia.

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