News & Analysis as of August 12, 2025

Beneficiaries

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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 +

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

Are Syndicated Loans Securities?

White and Williams LLP on 7/7/2023

The ongoing case of Kirschner v. JP Morgan Chase Bank, N.A., which has traveled through the New York federal court system since 2018, is now before the Second Circuit, who are tasked with deciding the following: are...more

When Will Trust Assets Be Considered Available Assets When Applying For Medicaid In Connecticut?

Harris Beach Murtha PLLC on 9/27/2016

A recent Connecticut Supreme Court decision, Pikula v. Department of Social Services (SC 19533; released May 10, 2016), confirms the guidelines for determining if trust assets are considered “available assets” for purposes of...more

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