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Elder Issues Special Needs Adults Estate Planning

Cole Schotz

Naming a Guardian: It’s More Important Than You Think

Cole Schotz on

It is easy to mistakenly assume that naming a guardian in estate planning documents is only critical for individuals with minor children. In reality, however, appointing a guardian is just as important for parents as it is...more

Mandelbaum Barrett PC

Elder Law, Probate Litigation and Special Needs Newsletter: June 2025 Issue

Mandelbaum Barrett PC on

Heirs, Assets, and Arguments: Why Elder Law Attorneys Are Key in Probate Litigation - Probate is the legal process through which a deceased person’s assets are distributed to heirs or beneficiaries and debts are settled....more

Mandelbaum Barrett PC

Elder Law and Special Needs Newsletter: December 2024 Issue

Mandelbaum Barrett PC on

The Great Wealth Transfer: Preparing the Next Generation - The great wealth transfer is underway in America. Through 2045, Baby Boomers will pass down approximately $84 trillion to Gen Z, Millennials, and Gen X. But what...more

Cranfill Sumner LLP

May is National Elder Law Month

Cranfill Sumner LLP on

Where the month of May celebrates mothers and the Kentucky Derby, the month of May has also been designated as National Elder Law month. This designation was coined by the National Academy of Elder Law Attorneys (NAELA), a...more

Chambliss, Bahner & Stophel, P.C.

Chocolate Cake, Purple Hair Dye, & Lorrie Morgan: Special Needs Planning Done Right

What do chocolate cake, purple hair dye, Lorrie Morgan, and Alexa have in common? On first or even second glance, most of you would find nothing that these random things have in common, unless you know a gentleman named Doug....more

Chambliss, Bahner & Stophel, P.C.

Can the Beneficiary of a Special Needs Trust Change the Trustee?

The beneficiary of a special needs trust can never control or access trust funds – that is the job of the trustee. A common fear among beneficiaries or their families is that the trustee may not do what’s in the beneficiary’s...more

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