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Newsletters

Love & Estate Planning

February 11, 2025 No Comments

Love and Estate Planning Go Together Like a Horse and Carriage Protect Your Wealth and Your Spouse with a Spousal Lifetime Access Trust February, the

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Special Needs Registries for Individuals With Disabilities

February 3, 2025 No Comments

Some behavioral traits caused by a person’s medical condition can be interpreted as combative by law enforcement officers. For this reason, registries for individuals with disabilities, also known as special needs registries, are becoming increasingly available across the United States.

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Funding a Special Needs Trust With a Survivor Benefit Plan

February 3, 2025 No Comments

An estimated 20 percent of military-connected children have special needs. Under the National Defense Authorization Act of 2015, military members can designate their child’s special needs trust as the beneficiary of their Survivor Benefit Plan.

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Extra Income and SSI Eligibility: A Delicate Dance

February 3, 2025 No Comments

Most people would jump at the chance to earn additional income or to receive a large cash gift from a friend or relative. But for SSI recipients, extra income sometimes causes more problems than it’s worth.

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To Marry or Not to Marry: A Story of Disability Benefits

January 8, 2025 No Comments

Imagine not being able to marry or even live with the person you love. The recently released documentary Patrice: The Movie, now available on Hulu, addresses this emotionally challenging conundrum.

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4 SSI Benefits Updates You May Have Missed

January 8, 2025 No Comments

Over the past year, the Social Security Administration has been making numerous improvements to its SSI program. These changes will make things a bit easier for SSI applicants as well as current recipients.

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What to Ask Before Settling a Personal Injury Lawsuit

January 8, 2025 No Comments

A lawsuit settlement must protect the injured person’s long-term financial interests, health, and quality of life. Here are five key questions that should be answered before settling a personal injury claim.

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Deposit Up to $19,000 in Your ABLE Account in 2025

January 7, 2025 No Comments

The annual contribution limit for an ABLE account each year typically goes up in line with the annual gift tax exemption.

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Estate Planning for Parents of Children With Mental Illness

January 7, 2025 No Comments

Planning for the future of a child with mental illness involves careful consideration of their unique needs and circumstances.

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A Comparison of Special Needs Trusts and ABLE Accounts

January 7, 2025 No Comments

Every family has different needs and circumstances when assessing whether a special needs trust or ABLE account is the better option for their loved one with disabilities.

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Practice Areas

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Estate Planning
Fiduciary Litigation
Guardianship
Special Education

 

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