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,...
Date: August 19, 2013 Our past few issues of the Special Needs Estate Planner have focused on trustees of supplemental (special) needs trusts. In Part 1 we summarized our concerns over appointing family members as trustees. In Part 2 we highlighted some very common...
Date: April 26, 2013 We received such positive feedback from our recent newsletter (“Serving as Trustee: Fair and Honest is Not Enough,” Special Needs Estate Planner, November 2012) that we thought a companion piece which continued the theme would be in...
Date: January 30, 2013 The closing days of 2012 and opening days of 2013 were eventful days in our nation’s capital. Most of us have heard in one form or another about the impending drop off the “fiscal cliff” and the Congressional action that broke...
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...
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...
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