Special Needs Trust

Those with special needs are often eligible for or already receiving public benefits such as income benefits and Medicaid.  However, eligibility for these benefits is often “means tested”.  In other words, if an individual has money he or she is not eligible for these benefits.  This can be a problem for parents or grandparents of […]

On December 7, 2016, the U.S. Senate approved the 21st Century Cures Act (H.B. 34) that is expected to be signed into law by President Obama shortly. Significant to disabled individuals, this legislation includes the Special Needs Trust Fairness Act, which finally rights what has long been considered an error in prior law regarding establishment of First-Party Special Needs Trusts for disabled […]

We want to thank all of our clients, their families, and professional friends and colleagues who have made our elder care firm seminars so successful by attending our Professional and Caregiver Seminar Series over previous years.  We are proud to announce our 2016 seminar series for long term care professionals.  We will continue to offer continuing education credits […]

Nike’s latest footwear, the Zoom Soldier 8, is designed for people with disabilities. The Zoom Soldier 8 story began back in 2012, when Matthew Walzer, a 16-year-old who lives with cerebral palsy, wrote a letter to Nike asking the company to consider developing a shoe designed for people who have trouble tying shoelaces. “My dream is […]

Last week, Congress passed the Achieving a Better Life Experience (ABLE) Act, which creates tax-favored accounts for children and adults whose disability occurred before age 26. The ABLE Act allows these tax-favored accounts to receive up to the annual gift tax exemption (currently $14,000 per year). Beneficiaries are restricted to one account, but anyone could […]

On July 25, 2012, I could hear the neuropsychologist’s words, but I could not process what she meant. She said, “Mrs. Male, Leo has been diagnosed with an Autism Spectrum Disorder.” “What does that mean?,” I replied.  She responded, “Your son is on the Autism spectrum. He has an Autism diagnosis.” I could not remember […]

Previously, I have written about legal documents needed to assist a relative or friend who has diminished mental capacity. However, what if a person who is now incapacitated has not already executed a financial or healthcare power of attorney? Often, relatives of elderly adults find themselves without the legal authority to help their loved ones […]