Date: September 16, 2016 Ed Wilcenski has been recognized as a Lawyer of the Year in the area of Trust & Estates in the Capital District, and will be included in the 23rd Edition of The Best Lawyers in America. Recognition in Best Lawyers is based on nominations...
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,...
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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