News & Analysis as of

Disability Estate Planning

Dickinson Wright

COVID-19 Guide for Seniors

Dickinson Wright on

Please Note: These materials do not constitute legal or medical advice. Government initiatives, announcements, and regulations in response to the COVID-19 situation continue to evolve and change frequently. What are the...more

Chambliss, Bahner & Stophel, P.C.

Steps to Take in Advance of Death or Disability

No one wants to face the fact that our loved ones will not be with us forever. Facing our own mortality is frightening as well. Although none of us wants to contemplate a time when we or a loved one might become disabled or...more

Flaster Greenberg PC

ABLE Savings Registry – The Gift that Keeps on Giving

Flaster Greenberg PC on

ABLE accounts are special, tax qualified disability savings vehicles for seriously disabled individuals, who had a qualifying disability incurred prior to age 26. As long as the rules of the ABLE program are complied with, a...more

Chambliss, Bahner & Stophel, P.C.

Estate Planning and Retirement Considerations for Late-in-Life Parents

Older parents are becoming more common, driven in part by changing cultural mores and advances in infertility treatment. Comedian and author Steve Martin had his first child at age 67. Singer Billy Joel just welcomed his...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.

Does Your Estate Plan Include Your Pets?

Have you considered your pet or pets when planning your estate? If not, you should, according to The Humane Society of the United States, the nation's largest animal protection organization....more

Chambliss, Bahner & Stophel, P.C.

Chocolate Cake, Purple Hair Dye, & Lorrie Morgan: Special Needs Planning Done Right

What do chocolate cake, purple hair dye, Lorrie Morgan, and Alexa have in common? On first or even second glance, most of you would find nothing that these random things have in common, unless you know a gentleman named Doug....more

Chambliss, Bahner & Stophel, P.C.

Who Can Set Up the ABLE Account?

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

Adler Pollock & Sheehan P.C.

ABLE accounts benefit disabled family members

For families with disabled loved ones who are potentially eligible for means-tested government benefits such as Medicaid or Supplemental Security Income, estate planning can be a challenge. One potential tool is to open a...more

Adler Pollock & Sheehan P.C.

Insight on Estate Planning - October/November 2017

In This Issue: - Social Security benefits When is the right time to begin receiving payments? - Planning ahead after a divorce - ABLE accounts benefit disabled family members - Estate planning pitfall: You chose...more

McNees Wallace & Nurick LLC

PA ABLE Accounts and How They Differ From Supplemental Needs Trusts

Pennsylvania now has an ABLE account program created by the Pennsylvania Achieving a Better Life Experience (“ABLE”) Act. The ABLE program allows for a different type of planning to provide for the supplemental needs of...more

Winstead PC

Suit To Modify Trusts Did Not Violate No Contest Clause

Winstead PC on

Texas courts narrowly construe no-contest clauses. In Di Portanova v. Monroe, grandparents set up eight trusts for a grandchild that had a mental disability. No. 01-20-01019-CV, 2012 Tex. App. LEXIS 9859 (Tex. App.—Houston...more

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