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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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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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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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Litigators, Do No Harm: Eight-Point Checklist for Minimizing Loss of Public Benefits for Plaintiffs Receiving a Settlement or a Judgment
November 1st, 2021
You worked hard to achieve a good result for your client. Your client is now due – or already may have received – a settlement or a judgment to compensate them for some harm or loss. But will that recovery threaten your client’s eligibility for…
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MAINECARE PLANNING: TOP 10 MISTAKES
June 8th, 2021
Assuming Medicare covers expenses Medicare does not pay for indefinite, long-term care like custodial care. In a facility, Medicare only pays for skilled nursing and rehabilitation services following a hospital stay of at least three days. Medicare w…
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A Milestone for You and Improved Benefits for Your Disabled Adult Child[1]
May 10th, 2021
There are milestones in every life, and turning 18 is a significant one. For parents of children with disabilities, there are some unique decisions to make, including whether to file an application for Supplemental Security Income (SSI). Until age 18…
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What is an ABLE Account?
April 1st, 2021
A few years ago the world of special needs planning gained a new and exciting financial planning tool: the “ABLE” account. ABLE stands for Achieving a Better Life Experience. An ABLE account offers individuals with disabilities a way to save mone…
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