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SNT Beneficiaries on the Move: First in a Series

2019-08-26T19:17:22+00:00

This installment of The Voice was written by Special Needs Alliance member Kristen M. Lewis, who practices in Atlanta, Georgia at Smith, Gambrell & Russell, LLP. Kristen is also a Fellow of the American College of Trust and Estate Counsel. 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.

SNT Beneficiaries on the Move: First in a Series2019-08-26T19:17:22+00:00

Two Different Types of Special Needs Trusts

2019-09-26T14:48:13+00:00

There are two types of Special Needs Trusts (SNTs), commonly designated as first-party and third-party SNTs. It is important to determine which type of SNT you have or need. This depends upon whose property is funding the SNT. If the property funding the SNT originates with the SNT beneficiary, then it is a first-party SNT. However, if the property funding the SNT always belonged to someone other than the SNT beneficiary, then it must be drafted as a third-party SNT.

Two Different Types of Special Needs Trusts2019-09-26T14:48:13+00:00

Trust Protectors for Special Needs Trusts

2019-08-26T19:17:41+00:00

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance member Gregory Wilcox of Berkeley, California. Greg’s firm focuses on government benefits and estate planning for the elderly and for individuals with disabilities. He is a Certified Elder Law Attorney (CELA) and co-author of Special Needs Trusts: Planning, Drafting, and Administration and of California Elder Law Resources, Benefits, and Planning.  He is a core faculty member in attorney training conferences given by California Advocates for Nursing Home Reform (CANHR) in San Francisco, and frequent contributor of articles on special needs topics in CANHR's Legal Network News.

Trust Protectors for Special Needs Trusts2019-08-26T19:17:41+00:00

The Social Security Administration’s Special Needs Trusts Review Process

2019-09-26T16:24:15+00:00

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment of The Voice was written by Special Needs Alliance member Sage C. Hart, who practices law in Lutherville, Maryland. Her practice focuses on estate and special needs planning. She currently serves on the Board of Directors of the First Maryland Disability Trust.

The Social Security Administration’s Special Needs Trusts Review Process2019-09-26T16:24:15+00:00

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

2019-08-26T19:19:04+00:00

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment of The Voice was written by Special Needs Alliance member Tara Pleat. Tara 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.

Filing a Tax Return for a Special Needs Trust: What a Trustee Needs to Know at Tax Time2019-08-26T19:19:04+00:00

Achieving a Better Life Experience (ABLE) – How to Open an ABLE Account

2019-09-26T16:40:24+00:00

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment was written by Pacheco, California, Special Needs Alliance member Stephen W. Dale of The Dale Law Firm, PC. Steve is a disability rights advocate and attorney dedicated to providing quality estate planning. He is a frequent speaker on a variety of disability related topics across the country. Steve regularly teaches courses to the public, financial professionals, and other attorneys on special needs trusts and trust administration. Additionally, he serves as the trustee for the Golden State Pooled Trust. Steve offers numerous videos and handouts to the public and his colleagues at www.achievingindependence.com.

Achieving a Better Life Experience (ABLE) – How to Open an ABLE Account2019-09-26T16:40:24+00:00

The “Special Needs Trust Fairness Act” is Finally Law: Individuals with Disabilities Can Now Establish Their Own Trusts

2019-08-26T19:20:07+00:00

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment of The Voice was written by Special Needs Alliance member Morris Klein, who practices law in Bethesda, Maryland. Morris has been recognized as a Certified Elder Law Attorney by the National Elder Law Foundation, and focuses on elder law and special needs planning. He currently serves on the SNA Board of Directors, and is a former member of the Board of Directors of the First Maryland Disability Trust.

The “Special Needs Trust Fairness Act” is Finally Law: Individuals with Disabilities Can Now Establish Their Own Trusts2019-08-26T19:20:07+00:00

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