When someone accepts the position of trustee, he (or she or it) must act for the benefit of the trust…
The federal Medicaid statute authorizes the use of individual self-settled special needs trusts for individuals under the age of 65.…
Recently we received a document we haven't seen before which informs Medicaid recipients that their special needs trust accounting was…
Recently the Special Needs Alliance published a new handbook for individuals with disabilities and their advocates. The SNA states: "The…
Sometimes you just have to say No "No" isn't a four-letter word. Saying "no" isn't necessarily bad and you shouldn't…
Until recently, the IRS has said little (if anything) regarding whether assets the beneficiary of an irrevocable trust receives get…
In April, 2022, we reported that HB 620 altered how settlements for minors can be approved under O.C.G.A. ยง 29-3-3,…
The following is a mishmash of information on various Elder Law, Special Needs Law, and Estate Planning issues. It also…
In McGee v. State Dep't of Health Care Servs., 2023 Ca. App. LEXIS 409 (Cal. Ct. App., 3d Dist. 5/24/2023),…
In the Matter of the Medical Assistance Pooled Special Needs Trust of Scott Hewitt (Iowa 2023), the State Medicaid agency…