News & Analysis as of August 14, 2025

Estate Planning

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Medicaid is a partnership program between states and the federal government to provide healthcare coverage for lower income individuals, people with disabilities, older people, and certain families with... more +

Can I Give My Kids $19,000 a Year and Apply for Medicaid?

Mandelbaum Barrett PC on 7/29/2025

If you have money to give your children, you certainly can, but you should be aware that you may face consequences should you apply for Medicaid long-term care coverage within five years after each gift. Medicaid’s rules...more

The Benefits of Establishing a Special Needs Trust Early

Chambliss, Bahner & Stophel, P.C. on 7/17/2025

Special Needs Trusts (SNTs) protect assets for individuals with disabilities while preserving eligibility for public benefits like SSI and Medicaid. Establishing an SNT early allows for long-term financial planning,...more

Protecting the Future: Why the Right Investment Advisor Matters for Special Needs Trusts

Mandelbaum Barrett PC on 6/30/2025

Managing a Special Needs Trust (SNT) comes with tremendous responsibility. Trustees are not only tasked with safeguarding the financial future of a beneficiary with special needs, but they must also ensure that trust assets...more

When the Settlement Threatens the Safety Net: Legal Strategies for Protecting Benefits

Offit Kurman on 6/4/2025

As an estate planning attorney practicing in Pennsylvania with a strong focus on special needs planning, I frequently work alongside personal injury counsel to address a critical but often overlooked consequence of...more

Special Needs Estate Planning: Ensuring a Secure Future for Your Loved One

Kohrman Jackson & Krantz LLP on 6/2/2025

Estate planning is a crucial process for anyone looking to protect their family and assets, but for families with a loved one who has special needs, it requires additional considerations. Without proper planning, a...more

Special Needs Planning 101: 10 Ways to Safeguard Your Loved One’s Future

Mandelbaum Barrett PC on 5/30/2025

Careful planning for a loved one with disabilities is one of the most important and compassionate acts you can take as a parent or caregiver. It’s not just about securing their financial future, it’s about preserving their...more

Ensuring a Secure Future: Passing Retirement Benefits to a Child with a Disability

Mandelbaum Barrett PC on 5/19/2025

For parents of children with special needs, planning for the future goes far beyond drafting a will. One of the most complex — and important — pieces of the puzzle is ensuring that your retirement assets are distributed in a...more

10 Tips to Consider for Special Needs Planning

Chambliss, Bahner & Stophel, P.C. on 5/19/2025

Careful planning for the future of a loved one with disabilities is crucial. Consider using legal entities such as a special needs trust to protect their ability to qualify for government benefits while meeting their...more

Medicaid Applicants: Protecting Your Healthy Spouse in 2025

Chambliss, Bahner & Stophel, P.C. on 1/20/2025

For millions of seniors nationwide, Medicaid provides a safety net for people who find themselves requiring long-term care. Most Americans aged 65 and older – roughly 70 percent – will need these kinds of services in their...more

You Need to Review Your Irrevocable Trust

Allen Barron, Inc. on 4/17/2024

Do you employ an irrevocable trust or trusts as part of your estate plan? You need to review your irrevocable trust to ensure it still delivers the benefits intended. It is generally possible to modify an irrevocable trust,...more

Special Needs Planning: Special Needs Trusts and ABLE Accounts

Husch Blackwell LLP on 9/6/2023

Estate planning can be a daunting task for individuals and families. The stakes can be high. The decisions are often numerous. Family dynamics frequently come into play. However, for those living with special needs or those...more

Responsibilities of a Special Needs Trust Trustee

Chambliss, Bahner & Stophel, P.C. on 7/14/2023

For individuals with disabilities, an inheritance or settlement can jeopardize a their government benefits, such as Medicaid and Supplemental Security Income (SSI). A special needs trust (SNT) can help the individual remain...more

What Is a Life Estate?

Chambliss, Bahner & Stophel, P.C. on 11/17/2022

When discussing estate and Medicaid planning, the phrase “life estate” is sometimes mentioned, but what does it mean? A life estate is a form of joint ownership that allows one person to remain in a house until his or her...more

Veterans Day: Benefits For Those Planning Their Estates

Harris Beach Murtha PLLC on 11/8/2022

With Veterans Day upon us, it is a perfect time to not only thank those who served our country, but remind them of the special benefits available to them as they plan their estates. The U.S. Department of Veterans...more

ABLE Savings Registry – The Gift that Keeps on Giving

Flaster Greenberg PC on 4/4/2019

ABLE accounts are special, tax qualified disability savings vehicles for seriously disabled individuals, who had a qualifying disability incurred prior to age 26. As long as the rules of the ABLE program are complied with, a...more

Should a Special Needs Trust Buy a Home for a Beneficiary?

Chambliss, Bahner & Stophel, P.C. on 1/29/2019

For some people with disabilities, homeownership may present a uniquely empowering opportunity. But for many others, purchasing a home through a special needs trust may be in the beneficiary’s best interests. Homeownership...more

Who Can Set Up the ABLE Account?

Chambliss, Bahner & Stophel, P.C. on 11/13/2018

ABLE accounts, new tax-free saving accounts for people with disabilities, hold great promise for special needs planning. But among the many questions surrounding ABLE plans is who can open accounts? Only the person with a...more

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