Date: August 14, 2017 Readers who have attended our presentations will recall what we consider to be the three main objectives of comprehensive special needs estate planning: empowering agents to make important life decisions for a person with a disability, protecting...
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...
Date: October 16, 2015 The times they are a’ changin’ in the world of Medicaid funded home care here in New York. Many of our readers know this only too well, as they are wrestling with these changes first hand. Some are struggling to secure eligibility to...
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...
Date: March 11, 2014 Each year as we approach tax season we receive a number of questions from clients about the taxation of income generated on assets held in Special Needs Trusts. With this newsletter we thought we would try to lay out some of these rules in as...
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,...
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