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Special Needs Adults

Cole Schotz

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

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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

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

Mandelbaum Barrett PC

Elder Law and Special Needs Newsletter: March 2025 Issue

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New Jersey Officially Introduces Driver’s License Notation for Autistic Motorists - Autistic motorists in New Jersey, as well as their parents/guardians, are now able to request that their autism diagnoses be notated on...more

Mandelbaum Barrett PC

Elder Law and Special Needs Newsletter: December 2024 Issue

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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

Parker Poe Adams & Bernstein LLP

Sixth Circuit Expands FMLA to Include Care for Sibling When Employee Acts in Parental Role

The Family and Medical Leave Act provides unpaid job-protected leave for a qualified employee to care for a spouse, parent, or child with a serious health condition. This means that FMLA protections do not extend to employee...more

Ogletree, Deakins, Nash, Smoak & Stewart,...

Modern Families: The Sixth Circuit’s Decision Regarding In Loco Parentis Relationships for Adult Siblings and FMLA Claims

The Sixth Circuit Court of Appeals recently issued a significant decision regarding the interpretation of the mysterious “in loco parentis” relationships under the Family and Medical Leave Act (FMLA). Chapman v. Brentlinger...more

Stark & Stark

Guardianship for a Special Needs Child

Stark & Stark on

As an attorney and a father of two special needs children, I uniquely understand the necessity of becoming a legal guardian for my children as soon as they reach eighteen years of age. Many individuals, however, may not...more

Chambliss, Bahner & Stophel, P.C.

Supplemental vs. Special Needs Trusts: Any Difference?

Have you heard the terms “special” needs trust and “supplemental” needs trust and wondered what the difference is? The simple answer is that there’s no difference. Whether supplemental or special, these trusts serve the...more

Mandelbaum Barrett PC

Intellectual and Developmental Disability: What is an IDD?

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Intellectual or developmental disability, known as IDD, affects approximately 7.39 million people in the United States, according to a 2019 estimate by the University of Minnesota. Typically present at birth or onsetting in...more

Mandelbaum Barrett PC

Elder Law and Special Needs Newsletter: November 2023 Issue

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Your Health, Your Choice: A Guide to Medicare Open Enrollment - The Medicare open enrollment period runs through December 7th, 2023. Medicare adjusts costs, coverage, and accepted providers on an annual basis. If you have...more

Chambliss, Bahner & Stophel, P.C.

Navigating Sleepless Nights: A Mother’s Guide to Special Needs Planning

I was driving to work on August 24, listening to Lady Gaga on my Pandora radio station, when suddenly, I had a strong urge to call my younger daughter, Hannah. We talk regularly, so it isn’t unusual that I call her on my way...more

Mandelbaum Barrett PC

Loans and Grants for Wheelchair Vans and Vehicle Adaptations

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Maintaining independence is fundamental for people living with disabilities. Having mobility options allows people with certain disabilities to go to doctor’s appointments, grocery shop, visits friends, and keep a sense of...more

Hendershot Cowart P.C.

Assessing the Drawbacks and Benefits of Adult Guardianship

Hendershot Cowart P.C. on

Adult guardianship is a legal relationship in which a person (the “guardian”) is appointed by a court to make decisions on behalf of another adult (the “ward”). Adult guardianship arrangements are meant to benefit and protect...more

Woodruff Sawyer

Is a Special Needs Trust Right for You?

Woodruff Sawyer on

If you have a child or another loved one with special needs, it’s only natural to worry about their future. How can you make sure their financial needs are taken care of without jeopardizing their public assistance payments?...more

Rivkin Radler LLP

Criminal Prosecution Power Of Justice Center Limited By NYS Court Of Appeals

Rivkin Radler LLP on

On March 30, 2021, the New York Court of Appeals dealt a blow to the prosecutorial power of the Justice Center for the Protection of People with Special Needs (“Justice Center”). The Court, in People v. Viviani, et. al.,...more

Nelson Mullins Riley & Scarborough LLP

Gold Dome Report — Committee Day

The General Assembly was in adjournment today, but lawmakers and lobbyists were watching attentively the action in Room 341 this morning. There, beginning at 7:30 a.m., House appropriators began slowly revealing their...more

Ward and Smith, P.A.

Guardianship May or May Not Be an Answer

Ward and Smith, P.A. on

The COVID-19 situation has had many unwanted side effects. Among them are increased occurrence of depression, substance abuse, and mental illness. Additionally, our older population has been particularly impacted by the...more

McDermott Will & Schulte

Guardianship Estate Planning for Adults with Disabilities

Guardianship estate planning statutes allow the court-appointed guardians of the estates of disabled adults to establish estate plans for their wards on petition to the court. Thirty-two states now have statutory provisions...more

Chambliss, Bahner & Stophel, P.C.

What Happens to an ABLE Account If the Beneficiary Is No Longer Disabled?

It is possible that an individual, once diagnosed as a person with special needs, sometime in the future will no longer qualify as “disabled” according to IRS regulations. The individual’s condition might have improved...more

Chambliss, Bahner & Stophel, P.C.

Special Needs Planning Newsletter: Special Needs Planning and Capacity

Not a week goes by that I am not asked to make a judgment call about a client's capacity to sign a will, power of attorney, or other legal document. In fact, every time I sit down with a client to sign any legal document, I...more

Chambliss, Bahner & Stophel, P.C.

Five Questions to Ask Yourself When Choosing a Trustee for Your Special Needs Trust

If you are in the process of setting up a special needs trust, you must appoint a trustee. This is one of the most important decisions you’ll make about the trust. The trustee must have the necessary expertise to manage the...more

Chambliss, Bahner & Stophel, P.C.

Moving? Make Sure Your Special Needs Planning Moves With You

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

Chambliss, Bahner & Stophel, P.C.

So You Have Some Decisions to Make – Here's Where to Start

Supported Decision Making is based on the idea of self-determination. This is a heavily debated topic when assisting a family member who has a disability, particularly one with a cognitive impairment. For parents of an adult...more

Chambliss, Bahner & Stophel, P.C.

Tips on Creating an Estate Plan that Benefits a Child with Special Needs

Parents want their children to be taken care of after they die. But children with disabilities have increased financial and care needs, so ensuring their long-term welfare can be tricky. Proper planning by parents is...more

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