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.
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.
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.
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.
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.