Special Needs Trusts

Attorney’s Position on Ending Guardianship Case Approved

MARCH 8, 2010  VOLUME 17, NUMBER 8 {Ed. Note: this week’s Elder Law Issues was written for us by our friend, and nationally-known elder law authority, Prof. Rebecca C. Morgan. Prof. Morgan holds the Boston Asset Management Chair in Elder Law at the Stetson University College of Law, and she is the Director of Stetson’s Center for Excellence …

Attorney’s Position on Ending Guardianship Case Approved Read More »

Fleming & Curti Offers Seminar For “Special Needs” Trustees

MARCH 1, 2004 VOLUME 11, NUMBER 35 When a recipient of Supplemental Security Income (SSI) or Medicaid benefits receives money, the benefits may be reduced or even terminated. That is why most parents of children with a disability should consider establishing a “special needs” trust to handle any inheritance or gifts. Making the decision to …

Fleming & Curti Offers Seminar For “Special Needs” Trustees Read More »

Selection Of Proper Trustee Is Key To Administration Of Trust

FEBRUARY 2, 2004 VOLUME 11, NUMBER 31 Although it is important to plan your estate, it is sometimes not enough just to prepare important documents and make reasonable decisions. It is also critical to select a reliable person to administer that estate. While family members may be the best choice, things may not always work …

Selection Of Proper Trustee Is Key To Administration Of Trust Read More »

Arizona Restricts Use of “Self-Settled” Special Needs Trusts

JANUARY 12, 2004 VOLUME 11, NUMBER 28 Last week Elder Law Issues described how a “Special Needs” trust can be used to protect the beneficiary’s access to public benefits programs like Supplemental Security Income (SSI) and Medicaid (in Arizona, AHCCCS or ALTCS). There is one glaring problem with Special Needs trusts just now in Arizona, …

Arizona Restricts Use of “Self-Settled” Special Needs Trusts Read More »

Special Needs Trust Can Protect Benefits After Personal Injury

JANUARY 5, 2004 VOLUME 11, NUMBER 27 Joseph is eighteen years old and requires total care. He has been in his current condition, unable to speak or move and unresponsive to most stimuli, for five years. His family believes his condition is a result of improper treatment he received during a hospital stay, and lawyers …

Special Needs Trust Can Protect Benefits After Personal Injury Read More »

Special Needs Trust Planning for Children With Disabilities

NOVEMBER 3, 2003 VOLUME 11, NUMBER 18 If your child has a disability you will have thought about what would happen on your death. Who will take care of your child? Who will pay for that care? Your estate plan can help address those concerns—and should probably include what most in the disability community call …

Special Needs Trust Planning for Children With Disabilities Read More »

Bequests To Disabled Children Should Be In Special Trusts

MARCH 20, 2000 VOLUME 7, NUMBER 38 Suppose your adult son is disabled and receiving both financial and medical assistance from the government. While you do not consider yourself wealthy, you have worked hard all your life and managed to build a modest estate. If you leave your disabled child his share of your estate …

Bequests To Disabled Children Should Be In Special Trusts Read More »

New Law Penalizes Gifts By SSI Applicants But Permits Trusts

DECEMBER 20, 1999 VOLUME 7, NUMBER 25 On December 14, 1999, President Clinton signed the Foster Care Independence Act of 1999. While most of the new federal legislation deals with foster care programs, it also changes the law and practice regarding so-called “Special Needs” trusts. The Supplemental Security Income (SSI) program, administered by but separate …

New Law Penalizes Gifts By SSI Applicants But Permits Trusts Read More »

Scroll to Top