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Care and Caregiving Fees in Special Needs Trust Planning
May 4th, 2023
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…
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ASSET PROTECTION PLANNING: FIVE-YEAR TRUST
March 20th, 2023
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…
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Special Needs Alliance Announces Passing of the Special Needs Trust Improvement Act of 2022
February 28th, 2023
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…
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Categories: Special Needs Planning
Tags: special needs trusts
Important Elder Law and Special Needs Planning Numbers for 2023
January 31st, 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…
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The Five Ds: When to Call Your Elder Law Attorney
July 21st, 2022
You met with an elder law or estate planning attorney, discussed your goals, and signed documents reflecting your wishes. With a sigh of relief, you store your documents away and check that item off your to-do list. But wait! Don’t forget to mark y…
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Three Ways to Avoid a Reduction in SSI Benefits Due to In-Kind Support and Maintenance (ISM)
June 8th, 2022
Only individuals with limited income and assets are eligible for Supplemental Security Income, known as SSI. (Do not confuse SSI and Social Security Disability Insurance (SSDI) which is a very different program.) If an individual who receives SSI is…
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How to Administer an Estate: A Guide for the Personal Representative
May 5th, 2022
A personal representative (aka executor) administers the estate of a deceased person. This blog serves as a general guide when probate is needed, but some circumstances will require additional steps. We encourage you to reach out to an attorney for a…
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Categories: Probate
What is Elder Law?
March 30th, 2022
Elder law is more about the clients we serve than the type of legal services we provide. It’s not just wills and trusts, and it isn’t just for folks we would traditionally consider “elderly.” Our planning solutions apply long before most peop…
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My spouse is in a nursing home, should we get a divorce?
March 7th, 2022
Your spouse is going to need long-term care or is already in a nursing home and you have heard that the State will take all your money. Is getting a divorce to qualify for MaineCare (Maine’s Medicaid program) a good idea? We get this question more…
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Retaining SSI and Medicaid While Working
January 20th, 2022
Retaining SSI and Medicaid While Working Employment is about more than making a living. Working and earning a wage promotes dignity, self-worth, and independence and provides community. Fortunately, a person with disabilities can participate in the w…
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Categories: Special Needs Planning