A special needs trust can help a person with a disability benefit from money or property without necessarily losing eligibility for programs such as Medicaid or Supplemental Security Income (SSI) that they rely on. Instead of...
I recently had the pleasure of presenting for PATH Parent to Parent/Family Voices of Connecticut, a non-profit organization that provides information and support to families who have a child with developmental or other...
Why Use a Revocable Living Trust?
September 26, 2018
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,...
Great News for Special Needs Trusts: Life Made Easier
September 20, 2018
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...
Medicaid Planning: Enlarging the Fine Print
September 12, 2018
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...