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We Are All Advocates, Although Some of Us May Also Be Realtors

This issue of the Voice® is written by SNA Public Policy Advisor Brian Lindberg, Vice President of Health and Aging Policy with Healthsperien LLC in Washington, DC. We all know the real estate maxim, Location, Location, Location. But I am a public policy advisor, not a realtor, so my maxim is Relationships, Relationships, Relationships! Advocacy [...]

2025-05-29T12:01:07-04:00Tags: |

Special Needs Planners: A Safe Beacon in the Storm

This issue of The Voice® was written by SNA member Victoria Sulerzyski of Bowie & Jenson, LLC in Towson, Maryland. Her firm serves all of Maryland and focuses on special needs planning, elder law, guardianship, and estate planning and administration. Special needs planners provide expert legal planning and advocacy to and on behalf of families [...]

2025-03-18T16:32:41-04:00

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

This issue of The Voice® is written by Lisa Nachmias Davis, CELA, a partner in the New Haven, Connecticut firm of Davis O’Sullivan & Priest, LLC. If you’re reading this article and have a child or family member with special needs, you’ve probably already set up a third-party special needs trust (sometimes called a supplemental [...]

Care Managers and How They Support Individuals with Disabilities

This issue of The Voice® was written by SNA member Kristen M. Lewis of Harrison, LLP in Atlanta, Georgia. Her firm focuses on special needs, estate and trust administration, guardianship and conservatorship, and estate planning. A professional care manager may be the most valuable – yet least recognized – member of a family’s team of [...]

2025-01-29T11:42:08-05:00Tags: |