Staff Spotlight - Q & A Jennifer Reynolds, MaineCare Paralegal

May is National Elder Law Month This month marks the celebration of National Elder Law Month, a time dedicated to raising awareness about legal issues affecting older adults and honoring the contributions they’ve made to our communities. In this po… Read More
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Categories: Uncategorized

Empowering Individuals and Families: Introducing the Special Needs Alliance Handbook

Navigating life as an adult with disabilities or as a caregiver for someone with special needs can be complex and overwhelming. From understanding legal rights to accessing essential services and resources, there are numerous challenges to overcome.… Read More
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Staff Spotlight - Q & A with Jeannie Valley, Probate Paralegal

Jeannie is our firm’s probate paralegal since 2002. Jeannie’s practice areas include estate and trust administration, as well as guardianship and conservatorships. In her role, Jeannie skillfully guides clients through the estate administration p… Read More
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Categories: Probate

How do you name a beneficiary on real estate?

A transfer on death (TOD) deed is a legal document that allows a property owner to designate a specific person or entity as the beneficiary who will automatically inherit the property upon the owner’s death, without the need for probate. The de… Read More
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Understanding the MaineCare Transfer Penalty

MaineCare, the Medicaid program in the state of Maine, imposes a transfer penalty as part of its eligibility rules for long-term care benefits (nursing home care, residential care/assisted living, and in-home care through the Home and Community Based… Read More
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Preparing Young Adults with Disabilities for College

This post was authored by SNA member Beth C. Manes, Esq., Co-Founder and Partner at Manes & Weinberg Special Needs Lawyers, LLC. in Westfield, NJ, and Denise Gackenheimer Verzella, a Senior Associate with her firm. An SNA member since 2022, Beth… Read More
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Care and Caregiving Fees in Special Needs Trust Planning

This issue of The Voice® is by SNA member Rebecca Kueny of Kueny Law LLC. Located in Salem, Oregon, her firm covers the entire state of Oregon and focuses on special needs planning, disability benefits, estate planning, long-term care planning, and… Read More
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ASSET PROTECTION PLANNING: FIVE-YEAR TRUST

To qualify for the Maine Medicaid (MaineCare) long-term care benefit, an applicant must have less than $10,000. Certain assets, like the primary residence, do not count towards this asset limit, but those assets are not protected from estate recovery… Read More
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Special Needs Alliance Announces Passing of the Special Needs Trust Improvement Act of 2022

The Special Needs Alliance (SNA), a national organization comprised of attorneys committed to the practice of disability and public benefits law, is proud to have advocated for and supported the recent passing of the Special Needs Trust (SNT) Improve… Read More
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Important Elder Law and Special Needs Planning Numbers for 2023

Each new year means new financial limits and thresholds related to estate planning, long-term care planning, and special needs planning. Below are some of the most important numbers for 2023. As always, we are here to help you and your loved ones pla… Read More
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