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Medicaid › Special Needs Trust › Estate Planning

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 +
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 children.  less -
Chambliss, Bahner & Stophel, P.C.

The Benefits of Establishing a Special Needs Trust Early

Chambliss, Bahner & Stophel, P.C. on

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

Mandelbaum Barrett PC

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

Mandelbaum Barrett PC on

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

Offit Kurman

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

Offit Kurman on

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

Kohrman Jackson & Krantz LLP

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

Kohrman Jackson & Krantz LLP on

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

Mandelbaum Barrett PC

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

Mandelbaum Barrett PC on

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

Chambliss, Bahner & Stophel, P.C.

10 Tips to Consider for Special Needs Planning

Chambliss, Bahner & Stophel, P.C. on

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

Chambliss, Bahner & Stophel, P.C.

A Comparison of Special Needs Trusts and ABLE Accounts

Chambliss, Bahner & Stophel, P.C. on

A special needs trust (SNT) and an Achieving a Better Life Experience (ABLE) account each provide a tax-free way for people with disabilities to save money. Both options provide a mechanism for saving money and protecting...more

Cozen O'Connor

Top Ten Reasons You Need an Elder Law Attorney

Cozen O'Connor on

As the chair of the Elder Law Practice Group, I see a lot of issues that the firm’s clients encounter in their personal lives. As we begin the new year, I thought it appropriate to write about the areas of our practice that...more

Husch Blackwell LLP

Special Needs Planning: Special Needs Trusts and ABLE Accounts

Husch Blackwell LLP on

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

Chambliss, Bahner & Stophel, P.C.

Responsibilities of a Special Needs Trust Trustee

Chambliss, Bahner & Stophel, P.C. on

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

Chambliss, Bahner & Stophel, P.C.

Moving? Make Sure Your Special Needs Planning Moves With You

Chambliss, Bahner & Stophel, P.C. on

If you have already established an appropriate special needs trust for your child, then congratulations! You've taken a wonderful step towards ensuring that your child can take maximum advantage of the government programs...more

Flaster Greenberg PC

Special Needs Trusts Update

Flaster Greenberg PC on

Means-tested public benefit programs such as Medicaid (which provides health insurance and payment for skilled care andother medical expenses), Supplemental Security Income (SSI), the Supplemental Nutritional Assistance...more

Chambliss, Bahner & Stophel, P.C.

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

Chambliss, Bahner & Stophel, P.C. on

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

Chambliss, Bahner & Stophel, P.C.

Who Can Set Up the ABLE Account?

Chambliss, Bahner & Stophel, P.C. on

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

Genova Burns LLC

21st Century Cures Act Remedies Longstanding Special Needs Trust Issue

Genova Burns LLC on

On December 13, 2016, President Obama signed the 21st Century Cures Act. One of the more relevant aspects of the law to estate and special needs planning is found in Section 5007 of the Act, which is called “Fairness in...more

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