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Special Needs Trust Supplemental Security Income (SSI) Medicaid

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

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.

A Comparison of Special Needs Trusts and ABLE Accounts

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

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.

The Perils and Pitfalls of Do-It-Yourself Special Needs Planning

Among the costs of caring for a dependent with special needs are the fees for professional advice. Some families are tempted to save on these costs by setting up a plan on their own. This can be attractive because so much...more

Chambliss, Bahner & Stophel, P.C.

An Introduction to Supplemental Security Income (SSI)

Supplemental Security Income (SSI) is a federal program that helps people with disabilities and very low incomes pay for food, clothing and shelter. It also is a key avenue to Medicaid coverage. SSI is often confused...more

Chambliss, Bahner & Stophel, P.C.

An ABLE Account Could Be a Great Place for Your $1,400 Relief Payment

President Biden has signed the $1.9 trillion American Rescue Plan into law. Among its benefits are $1,400 checks that are already landing in the bank accounts or mailboxes of most Americans to help them weather the economic...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.

ABLE Account or Special Needs Trust – Which One Is Best?

Saving money for a loved one with a disability can be challenging because of the $2,000 resource limit for eligibility for means-tested governmental benefits like Supplemental Security Income (SSI) and Medicaid. In the past,...more

Cole Schotz

Some Important Factors To Consider Before Creating A Special Needs Trust

Cole Schotz on

A Third-Party Special Needs Trust (also referred to as a “Supplemental Needs Trust”) allows parents or other relatives of a special needs beneficiary to dedicate assets to the beneficiary by gift or inheritance without...more

Cole Schotz

Adults with Special Needs May Soon Be Able to Streamline the Process to Establish First Party Special Needs Trusts on Their Own: A...

Cole Schotz on

In 1993, Congress enacted Section 1917(d)(4)(A) of the Social Security Act, authorizing the establishment of special needs trusts (also called first-party trusts and self-settled trusts). First-party special needs trusts...more

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