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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…
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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…
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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…
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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.…
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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…
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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…
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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…
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Preparing Young Adults with Disabilities for College
June 28th, 2023
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…
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Categories: Special Needs Planning
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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