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 Happens To My Child’s Social Security Benefit Upon Marriage?

This issue of The Voice® was written by SNA member Heather Conder, and her colleague Evan Barrett, who both work in the law firm of SNA member Charlene Quade, Esq. of C.K. Quade Law, PLLC. The firm was created with the desire to advocate for families and loved ones caring for children and adults with special needs. Located in Boise, Idaho, the practice serves clients in Idaho.

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SNA Public Policy: Advocating for Adult Children

The Voice® is prepared and distributed by the Special Needs Alliance (SNA). This installment was written by a consortium of members of the SNA’s Public Policy Committee. The Public Policy Committee through our public policy consultant, Brian Lindberg, work with members of Congress and congressional staff to educate and advocate on issues of importance to individuals with disabilities and their families. The Public Policy Committee will author periodic issues of the The Voice® to introduce our readers to the Public Policy efforts the SNA is directly involved in.

Naming a Special Needs Trust as Beneficiary of Your IRA or Retirement Plan

This issue of the Voice® is an update by Lisa Nachmias Davis, CELA, of her original article that appeared in 2014. Ms. Davis is a partner is the New Haven, Connecticut law firm of Davis O’Sullivan & Priest, LLC. She helps clients with estate planning, setting up or administering special needs trusts, qualifying for public benefits and probate and estate settlement; she also represents charities and other nonprofit organizations.

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The SECURE Act – How It Affects Special Needs Planning and Special Needs Trusts

This issue of the Voice was written by Special Needs Alliance member Edward M. Biggin, Esq. an attorney with the law firm Landsman Law Group located in Rockville, Maryland.  Ed practices in the areas of Special Needs Planning, Elder Law, Medicaid Planning, Estate Planning, Guardianship, Probate Administration, and Trust Administration.  Ed is a member of the Bar in Maryland and the District of Columbia.

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Individuals with Disabilities and the Animals Providing Them Services

The following Article for the Voice is an update of one previously published, and reflects the ever-changing rules and regulations with respect to service animals and emotional support animals, particularly:  the Americans With Disabilities Act, the U.S. Dept. of Transportation regulations, the U.S. Dept. of Housing and Urban Development rules, and the Fair Housing Act.

This article was co-authored by SNA member Richard Kroll, and by Nicholas S. Proukou, of the Kroll Law Firm LLP.  Both focus their practices in Trusts, Estates, and Special Needs Planning.  You will find them in Rochester, NY and may visit them at www.kroll-lawoffice.com  

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Are You Really Ready? Realistic Planning for Parents and Other Caregivers

The Voice® is the e-mail newsletter of the Special Needs Alliance. This installment was written by Special Needs Alliance member Edward Wilcenski, Esq., a founding partner of the law firm of Wilcenski & Pleat PLLC in Clifton Park, New York. He practices in the areas of Special Needs Planning, Elder Law, and Trust and Estate Planning and Administration. Ed is a past President of the Special Needs Alliance and writes and lectures frequently on issues affecting individuals with disabilities and their families.

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Filing a Tax Return for a Special Needs Trust:What a Trustee Needs to Know at Tax Time

This edition of The Voice® is a reprint of an article originally published back in April of 2017. As we head into tax season with so many different things on our minds, we thought it a good idea to reprint this article to remind special needs trust trustees of their obligations at tax time.

The primary focus of this article is to provide an introduction to the tax form that typically must be filed for special needs trusts that are generating income.

Tara Anne Pleat, Esq., CELA, is a founding partner of the law firm of Wilcenski & Pleat PLLC, in Clifton Park, New York. She practices in the areas of Special Needs Planning, Elder Law, and Trust and Estate Planning and Administration. Tara writes and lectures frequently on issues affecting individuals with disabilities and their families. She is currently a Member of the Board of Directors of the Special Needs Alliance.

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SNA 2020 Public Policy Initiatives

The Voice® is the e-mail newsletter of the Special Needs Alliance (SNA). This installment was written by a consortium of members of the SNA’s Public Policy Committee. The Public Policy Committee through our public policy consultant, Brian Lindberg, work with members of Congress and congressional staff to educate and advocate on issues of importance to individuals with disabilities and their families. Beginning with this installment, the Public Policy Committee will author periodic issues of the Voice® to introduce our readers to the Public Policy efforts the SNA is directly involved in.

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Ten Reasons to Use a Stand-Alone Supplemental Needs Trust

This issue of The Voice® was written by Special Needs Alliance member Amelia Crotwell, CELA, the founding partner of the firm Elder Law of East Tennessee, PLLC, in Knoxville, Tennessee, where she helps clients with Life Care Planning, special needs trust planning, and estate planning.  She is a graduate of the University of Tennessee College of Law.  She teaches Elder Law at her alma matter and she serves as the President of the Life Care Planning Law Firms Association.  Her website is www.elderlawetn.com.

DEAR GRANDMA AND GRANDPA…

The Voice is the e-mail newsletter of the Special Needs Alliance. This installment was written by Special Needs Alliance member Edward Wilcenski, Esq., a founding partner of the law firm of Wilcenski & Pleat, PLLC in Clifton Park, New York. He practices in the areas of Special Needs Planning, Elder Law, and Trust and Estate Planning and Administration. Ed is a past President of the Special Needs Alliance, and writes and lectures frequently on issues affecting individuals with disabilities and their families

Long-time readers of The Voice know that we rarely repeat an issue. In the world of disability there are many important topics to choose from, so the challenge has really been in deciding which topics are of most interest to our readers rather than finding something interesting in the first place. Because the Voice has many new readers each year, we know that many of our current readers may have missed this article when it first appeared in November of 2010. With this in mind, we’ve decided to reprint this article written by Edward V. Wilcenski, Esq. hoping that it may catch newer readers before they make their final decisions on how to make holiday gifts to their family members and friends with disabilities.

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