2021: Transferring Guardianship Across State Lines
When considering moving to another jurisdiction, a guardian will need to know what will be required by both the original state and the new state. Read more in this issue of The Voice.
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.
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
Federal Employee Survivor Benefits for Children with Special Needs
The Voice® is the e-mail newsletter of the Special Needs Alliance. This installment was written by Sandra L. Smith, CELA, a partner with the firm of Oast & Taylor in Virginia Beach, Virginia. She is certified as an elder law attorney (CELA) by the National Elder Law Foundation and is a 20-year veteran of the U.S. Air Force.
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.
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.
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.
Succession Planning for Guardians
When life is busy, planning ahead can be difficult. For those who are caring for a loved one with a disability there is so much to do in the present that planning for the future can be difficult and overwhelming. If a court has determined that the loved one lacks the capacity to make decisions [...]
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.