Taxes and The “ABLE Act”: Legislative Action And Inaction…..

Serving as Trustee: Fair and Honest Is Not Enough

Date: June 1, 2012 Yes, It Has Been a While… It has now been approximately six months since our last newsletter.  We knew that many people read and enjoyed our newsletters, but we did not realize the extent of the interest until we had a multi-month delay in sending...
Taxes and The “ABLE Act”: Legislative Action And Inaction…..

This Tangled Web…

Date: February 1, 2012 Lets get this straight: we love the internet, and we couldn’t carry on our practice without it. When we learn of an unfamiliar disability or diagnosis, off to the internet we go. We look for information on the disability, how it impacts a...
Taxes and The “ABLE Act”: Legislative Action And Inaction…..

All Are Not Created Equal

Date: January 1, 2012 We expect that everyone who reads this Newsletter is familiar with the concept of a “Special Needs Trust.” This type of trust is specifically designed to hold money for individuals with disabilities who participate in any number of means tested...
Taxes and The “ABLE Act”: Legislative Action And Inaction…..

The Good, The Bad and The Ugly

Date: December 15, 2011 In our April edition of the Special Needs Estate Planner, Snakes in the Grass, we told our readers about changes to the Medicaid program that were anticipated by the passage of the 2011-2012 New York State budget. Since that date, the New York...