Menu
Blog
Updated Numbers in Special Needs and Long-Term Care Planning
February 5th, 2025
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
Read More
In-Kind Support and Maintenance Changes
November 6th, 2024
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
Read More
Categories: Uncategorized
Special Needs Trusts
September 11th, 2024
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
Read More
Categories: Special Needs Planning
Staff Spotlight - Q & A Abby Pagnozzi, Estate Planning Paralegal
August 22nd, 2024
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
Read More
Categories: Uncategorized
Understanding the Difference Between SSI and SSDI
June 17th, 2024
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
Read More
Categories: Uncategorized
Staff Spotlight - Q & A Jennifer Reynolds, MaineCare Paralegal
May 8th, 2024
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
Read More
Categories: Uncategorized
Empowering Individuals and Families: Introducing the Special Needs Alliance Handbook
April 3rd, 2024
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
Read More
Staff Spotlight - Q & A with Jeannie Valley, Probate Paralegal
February 22nd, 2024
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
Read More
Categories: Probate
How do you name a beneficiary on real estate?
February 15th, 2024
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
Read More
Understanding the MaineCare Transfer Penalty
November 6th, 2023
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
Read More