» Special Needs Planning

Preparing Young Adults with Disabilities for College

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
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Care and Caregiving Fees in Special Needs Trust Planning

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
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Special Needs Alliance Announces Passing of the Special Needs Trust Improvement Act of 2022

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… Read More
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Important Elder Law and Special Needs Planning Numbers for 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… Read More
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Retaining SSI and Medicaid While Working

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… Read More
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Highlights and Updates in Special Needs Planning

Planning for individuals with disabilities is typically referred to as “special needs planning.” Stetson University College of Law presented its 23rd annual National Conference on Special Needs Planning and Special Needs Trust in mid-October. Thi… Read More
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True Link Cards Provide Independence and Flexibility to Individuals with Disabilities

The Special Needs Alliance has posted two installments of The Voice this month, both written by California member Stephen Dale, Esq. In his articles, Steve examines the use of a customizable Visa card designed for individuals with disabilities. He di… Read More
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ABLE Accounts: Resources and Developments, Including a Special Opportunity for Mainers

The ABLE account was passed by Congress in December of 2014, and it has evolved over the handful of years since then through changes in the law and the adoption of regulations expanding the understanding of, and uses for, ABLE accounts. One recent pi… Read More
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ABLE Accounts: Housing and ISM

The ABLE account is a relatively new planning tool that offers an individual with eligible disabilities a tax-free savings option that does not interfere with their eligibility for means-tested government benefits. As discussed in the first article i… Read More
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ABLE Accounts: The Basics

The Achieving a Better Life Experience Act (ABLE Act) was passed by Congress in December of 2014, authorizing the states to establish programs with special financial accounts for individuals with disabilities. The ABLE law refers to these individuals… Read More
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