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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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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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True Link Cards Provide Independence and Flexibility to Individuals with Disabilities
July 12th, 2020
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…
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ABLE Accounts: Resources and Developments, Including a Special Opportunity for Mainers
February 24th, 2020
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…
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ABLE Accounts: Housing and ISM
February 24th, 2020
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…
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ABLE Accounts: The Basics
February 24th, 2020
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…
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