Using Supplemental Needs Trusts To Protect Income: Sometimes You Can Eat Your Cake Too

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...
Using Supplemental Needs Trusts To Protect Income: Sometimes You Can Eat Your Cake Too

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,...
Using Supplemental Needs Trusts To Protect Income: Sometimes You Can Eat Your Cake Too

Serving As Trustee (Part II): The Devil Is In The Details

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...
Using Supplemental Needs Trusts To Protect Income: Sometimes You Can Eat Your Cake Too

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...
Using Supplemental Needs Trusts To Protect Income: Sometimes You Can Eat Your Cake Too

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...