» Special Needs Planning

The One Big Beautiful Bill Act (OBBBA) was signed into law on July 4, 2025. It made sweeping changes to the tax code which impacts individual taxpayers, taxation of trusts and estates, and taxation of businesses. It also made changes to programs like… Read More

Social Security Disability Insurance (SSDI) is a federal public insurance program that pays a disabled worker regardless of the worker’s income or asset level. In other words, it is not a “means-tested” benefit. Qualifying individuals have work… Read More

Special needs planning involves understanding what types of benefits an individual receives or may receive in the future and whether they are means-tested. “Means-tested” means that eligibility for the benefits depends on having limited income, a… Read More

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

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

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

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

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