Updated Numbers in Special Needs and Long-Term Care Planning

As we step into 2025, we want to update you with the latest financial limits and thresholds related to elder law and special needs planning. Below are some of the most important numbers for 2025. As always, we are here to help you and your loved ones… Read More
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In-Kind Support and Maintenance Changes

This blog post describes recent changes to the in-kind support and maintenance (ISM) rules for the Supplemental Security Income (SSI) program. For an introduction to ISM and how it works, please read this article. As of September 30, 2024, there are… Read More
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Categories: Uncategorized

Special Needs Trusts

When an individual with a disability receives an inheritance or settlement funds, the first reaction is often fear rather than relief. Many of these individuals rely on valuable public benefits such as Supplemental Security Income and Medicaid to mee… Read More
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Staff Spotlight - Q & A Abby Pagnozzi, Estate Planning Paralegal

Meet Abby Pagnozzi – our go-to person for all things estate planning! Abby joined our team back in 2013. She has worn many different hats at our firm, but has been our dedicated estate planning paralegal since 2017. We asked Abby five questions reg… Read More
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Categories: Uncategorized

Understanding the Difference Between SSI and SSDI

Navigating the world of social security benefits can be complex, especially when trying to distinguish between Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI). While both programs aim to provide financial assistance… Read More
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Categories: Uncategorized

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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