Date: January 1, 2012 We expect that everyone who reads this Newsletter is familiar with the concept of a “Special Needs Trust.” This type of trust is specifically designed to hold money for individuals with disabilities who participate in any number of means tested...
Date: December 15, 2011 In our April edition of the Special Needs Estate Planner, Snakes in the Grass, we told our readers about changes to the Medicaid program that were anticipated by the passage of the 2011-2012 New York State budget. Since that date, the New York...
Date: November 1, 2011 If you have been reading The Special Needs Estate Planner since its debut in 2004, then you know that we have never repeated an issue. We may sometimes be slow in getting them “to print,” but we always write them from scratch. Of course, in the...
Date: September 1, 2011 The second problem with “unfiltered” information from the internet lies in the fact that the law governing Special Needs Estate Planning in general, and Special Needs Trusts in particular, varies greatly from state to state, and in some cases...
Date: August 1, 2011 We have been pleased in recent years to see an increasing number of individuals with disabilities and their families take a more active role in planning for the point in time when the parent or caregiver becomes disabled or passes away. “Future...
Date: July 1, 2011 Recently we attended the Fourth Annual Future Planning Conference in Albany, New York sponsored by NYSARC, Inc., and the Schoharie County ARC. Programs were presented by attorneys and other professionals from the Office for People with Developmental...
Date: June 1, 2011 In the world of Estate Planning, retirement plans are almost always part of the picture. While in general they can be great wealth building tools, in the specialized world of Special Needs Estate Planning, they can also present some very significant...
Date: February 15, 2011 We often say that the word “disability” means different things in different contexts. Disabilities can be physical in nature, cognitive in nature, or some combination thereof. Some individuals with disabilities have guardians; some don’t. Some...
Recent Comments