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Special Needs Estate Planner: Guardianship For individuals With Intellectual Disabilities: Changes on the Horizon?

Date: August 14, 2017

Readers who have attended our presentations will recall what we consider to be the three main objectives of comprehensive special needs estate planning: empowering agents to make important life decisions for a person with a disability, protecting government benefit eligibility, and providing good information for those who will carry on after the primary caregiver is gone...
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Special Needs Estate Planner: The Special Needs Trust Fairness Act

Date: June 8, 2017

Like a Bad Penny….

It has been well over a year since our last issue of The Special Needs Estate Planner.   We have been fortunate to see our practice continue to grow in the interim, but this was not the reason for the delay in publication...
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Using Supplemental Needs Trusts To Protect Income: Sometimes You Can Eat Your Cake Too

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 one of our community based Waiver programs...
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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 Supplemental (Special) Needs Trusts ("SNTs") and representative payees for SSI benefits, and they are well aware of how challenging - and often frustrating - it can be to interface with the administrative staff of the Social Security Administration (SSA)...
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