Why Use a Revocable Living Trust?

by Attorney Claudia W. Englisby | Sep 26, 2018 | Estate Planning, News, Special Need Trusts

Why Use a Revocable Living Trust? You may have heard from friends or relatives that they have a revocable living trust as part of their estate plan. But you thought all you needed was a Will, right? In this week’s blog, we discuss revocable living trusts and how...

Great News for Special Needs Trusts: Life Made Easier

by Attorney Claudia W. Englisby | Sep 20, 2018 | News, Special Need Trusts

Special Needs Trusts: Life Made Easier As a Trustee of Special Needs Trusts for multiple beneficiaries, I am pleased to hear that the Social Security Administration (“SSA”) has made life easier for managing Special Needs Trusts. In recent months, the SSA officially...

Medicaid Planning: Enlarging the Fine Print

by Attorney Claudia W. Englisby | Sep 12, 2018 | News, Special Need Trusts

Family Medicaid Planning I was recently invited to speak about Medicaid planning for married couples. After the presentation, one audience member expressed, with a sense of relief, “I understand!—it’s as if you took the fine print and enlarged it into simple terms.” ...

All About ABLE Accounts: The Who, What, Where & Why

by Attorney Claudia W. Englisby | Jun 1, 2018 | News, Special Need Trusts

What You Should Know About ABLE Accounts Many individuals with disabilities have heard of ABLE (Achieving a Better Life Experience) accounts, but few know the answers to all the “w” questions: Who can open an ABLE account; What is an ABLE account; Where can you open...

In Memory of Their Service

by Attorney Claudia W. Englisby | May 25, 2018 | News

In Memory of Their Service I think we can all agree that military service is something to be honored. Every spring, our local cemeteries are peppered with tiny red, white, and blue flags marking the final resting place of souls who once served their country. For the...