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Advocacy for Parents of Children with Disabilities

2019-07-02T10:18:25+00:00

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance member Lois M. Zerrer, whose practice is in Springfield, Missouri. She focuses on estate planning, Medicaid, Medicare, probate and veteran's benefits. She has served as president of the Missouri Chapter of the National Academy of Elder Law Attorneys and as chair of The Missouri Bar Elder Law Committee. She is the principal attorney in the Zerrer Elder Law Office, LLC, in Springfield.

Advocacy for Parents of Children with Disabilities2019-07-02T10:18:25+00:00

The Secret of When Less Is More

2019-07-02T10:20:00+00:00

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance member Pete Losavio, an attorney with Losavio & DeJean, LLC in New Orleans and Baton Rouge, Louisiana. He is certified as an elder law attorney by the National Elder Law Foundation. He is a Louisiana Board Certified Estate Planning and Administration Specialist, and a Louisiana Board Certified Tax Specialist. Mr. Losavio is a charter member of the Life Care Planning Law Firms Association, and he is a member of the Society of Louisiana CPAs. Mr. Losavio obtained a Juris Doctorate degree from Louisiana State University and a Master of Law in Taxation from the University of Florida. Mr. Losavio's practice is limited to asset protection, life care planning and estate and tax planning.

The Secret of When Less Is More2019-07-02T10:20:00+00:00

Top Ten Tips When Planning For Special Needs

2019-07-02T10:21:19+00:00

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance members Richard E. Davis and Jennifer L. Lile, both of whom focus their practices on estate planning, special needs planning and elder law. Rick is a Certified Specialist in Estate Planning, a Certified Elder Law Attorney, a Fellow of the American College of Trust & Estate Counsel, has been listed in Best Lawyers in America each year since 2003, has been designated as an Ohio Super Lawyer, and is included on the Top 100 Attorneys List for the state of Ohio. Jennifer and Rick are both frequent speakers on the topic of special needs planning, and they have co-authored numerous articles on that topic.

Top Ten Tips When Planning For Special Needs2019-07-02T10:21:19+00:00

What Property May a Person Receiving SSI Own?

2019-07-02T10:22:58+00:00

The Voice is the e-mail newsletter of The Special Needs Alliance. The author of this installment, John S. Kitchen, JD, LLM, has written articles published by the National College of Probate Judges and the Research Institute of America (RIA), and has drafted special needs trusts legislation enacted into law in New Hampshire. John has given presentations concerning special needs trusts at national conferences of the National Guardianship Association, ARC, National PLAN Alliance and Special Needs Alliance, as well as at the National Press Club in Washington, D.C. in a program sponsored by the National Disability Institute. John has a family member with disabilities, and he is a member of the Special Needs Alliance.

What Property May a Person Receiving SSI Own?2019-07-02T10:22:58+00:00

“I’m Glad She Did That”

2019-07-02T10:24:04+00:00

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance member Robert L. McClelland of Lexington, Kentucky. Mr. McClelland is the managing member in the Lexington law firm of McClelland & Associates, PLLC, where his practice is focused on special needs planning, elder law and general estate planning.

“I’m Glad She Did That”2019-07-02T10:24:04+00:00

Letter of Intent

2019-08-28T17:44:50+00:00

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance member Larry H. Rocamora of Durham, North Carolina. Mr. Rocamora is a partner in the Durham law firm of McPherson Rocamora & Nicholson, PLLC, where his practice is focused on special needs planning and general estate planning. Mr. Rocamora is a Fellow of the American College of Trust and Estate Counsel, and he has been selected as a Super Lawyer for each of the past four years.

Letter of Intent2019-08-28T17:44:50+00:00

The Military’s Survivor Benefit Plan and the Disabled Child

2019-07-02T10:26:07+00:00

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance member Kelly Thompson of Arlington, Virginia. Ms. Thompson is the author of "Trust Administration in Virginia" (published by the Virginia Bar Foundation) and the "Adult Incapacity" chapter of the Virginia Lawyer Deskbook, and she is an active volunteer with The ARC of Northern Virginia. She also serves as counsel for the pooled special needs trust for The ARC of Northern Virginia, and she is a member of the Legal Advisors group for the National Capital Chapter of the Multiple Sclerosis Society. Ms. Thompson's readable article "Planning for Individuals with Special Needs" is available online.

The Military’s Survivor Benefit Plan and the Disabled Child2019-07-02T10:26:07+00:00

Special Needs Trusts and “Qualified Disability Trusts”

2019-07-10T12:19:50+00:00

The Voice is the e-mail newsletter of The Special Needs Alliance. This issue is devoted to a timely topic: taxes. Alliance member Ron M. Landsman of Rockville, Maryland, addresses some common questions about taxation of special needs trusts.

Mr. Landsman is co-author (with fellow Alliance member Robert B. Fleming of Tucson, Arizona) of a short but detailed analysis of the federal income tax provision that classifies some (but not all) special needs trusts as "Qualified Disability Trusts" (or QDisTs). Their article is available on the Special Needs Alliance's website, along with other informative articles by Alliance members. In fact, members of the Special Needs Alliance are frequent contributors to the leading journals and publications on special needs issues; another detailed tax article (this one by Alliance member Dennis Sandoval of Riverside, California) recently appeared in the NAELA News, a quarterly publication of the National Academy of Elder Law Attorneys. Mr. Sandoval's article is also available on the Alliance's website.

Special Needs Trusts and “Qualified Disability Trusts”2019-07-10T12:19:50+00:00

Generational Planning: When the Caregiver Needs Help

2019-07-02T10:30:51+00:00

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance member Richard Sayre, of Spokane, Washington. Mr. Sayre is a Certified Elder Law Attorney by the National Elder Law Foundation, and his practice emphasizes planning for disability for both elders and individuals with special needs. He is an Adjunct Professor of Law at Gonzaga University School of Law, and has served as a Trustee on the Elder Law Section of the Washington State Bar Association, and on the Washington State Professional Guardian Certification Board, as well as other professional organizations working to improve quality of life and protection for those with special needs.

Generational Planning: When the Caregiver Needs Help2019-07-02T10:30:51+00:00

Planning for Multiple Generations

2019-07-02T10:32:05+00:00

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment was written by Special Needs Alliance member Gregory S. French of Cincinnati, Ohio, a Certified Elder Law Attorney who has, among other honors, been named as an Ohio SuperLawyer for each of the past five years.  Mr. French also serves on the Executive Committee of the National Academy of Elder Law Attorneys. For 32 years he has helped families to maximize the independence and quality of life of older and disabled persons, to obtain and pay for health and long-term care in ways that preserve family resources, and to plan for disability or death through wills, trusts, powers of attorney, and health care directives.

Planning for Multiple Generations2019-07-02T10:32:05+00:00

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