Estate Planning Articles


Five Events That Require an Immediate Call to Your Special Needs Planner

In case you haven't thought of checking in with your special needs planner in a while, here are five events that should trigger an immediate call to your attorney.

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Are Online Special Needs Trusts a Good Idea?

Can you prepare a will and special needs trust online without a lawyer?

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Don't Count on Courts to Fix Broken Estate Plans

A recent case from California illustrates what can happen when good intentions go awry and you rely on a generic estate plan to distribute funds to a relative with special needs.

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Virginia Woman's Fight Against Guardianship Illustrates Dueling Theories of Guardianship Law

A 29-year-old Virginia woman with Down syndrome is fighting her mother's attempt to obtain guardianship in a case that has drawn attention to the tenuous balance between laws that seek to protect people with special needs while affording them maximum control over their lives.

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Bill Providing Tax Credit for Guardianship Expenses Is Introduced in Congress

After years of behind-the-scenes advocacy by a Florida couple, Congressman Ted Deutch (D-FL) recently introduced a bill that would provide a tax credit of up to $5,000 for people who incur legal expenses while pursing a guardianship of an adult with disabilities.

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Parents and Grandparents of Children with Special Needs Have Unique Planning Opportunity

Parents and grandparents of people with special needs have a unique opportunity to make life much easier for their children or grandchildren by creating a first-party special needs trust while they are still living.

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Tax Act Brings Changes to SSI / Medicaid Treatment of Refunds, Tax Credits

Several little-noticed provisions of the recently-enacted law that extended the Bush-era tax cuts fundamentally alter how the Supplemental Security Income (SSI) and Medicaid programs treat tax refunds and other tax credits, making it easier for people with special needs to maintain their benefits.

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