The Special Needs Trust Fairness Act

The Special Needs Trust Fairness Act

Date: June 8, 2017 Like a Bad Penny…. It has been well over a year since our last issue of The Special Needs Estate Planner.   We have been fortunate to see our practice continue to grow in the interim, but this was not the reason for the delay in publication. Truth...
SSI Overpayments: How Do They Happen and What Can We Do?

SSI Overpayments: How Do They Happen and What Can We Do?

Date: October 20, 2014 A brief note of introduction for this edition of The Special Needs Estate Planner is in order. This edition discusses the Supplemental Security Income (SSI) program rules for overpayments of SSI benefits. Many of our readers are trustees of...
Making Gifts to a Child With a Disability: A Holiday Tradition

Making Gifts to a Child With a Disability: A Holiday Tradition

Date: November 26, 2013 We send The Special Needs Estate Planner to nearly 3,000 email recipients, and over the years our newsletters get passed along to people across the state and beyond. By far the most popular issue has been the one originally entitled,...