Category

Distribution Planning
Color illustration of divorce proceedings.
21
Aug

Despite Divorce, Ex-wife is Entitled to Decedent’s Bonds Based on “POD” Designation

August 21, 2024
Prior to his death, the decedent (Michael) and his wife (Jeanine) had divorced and entered...
Men's health awareness illustration featuring father and son.
18
Jun

Celebrate Father’s Day and Men’s Health Month

June 18, 2024
As we celebrate Father’s Day and Men’s Health Month, let us take the time to...
01
Mar

Why It Is Important to Have an Attorney Who Focuses on Special Needs Trusts

March 1, 2017
Many attorneys create trusts, and some even create special needs trusts, often using pre-written templates. ...
09
Sep

Donald D. Vanarelli, Esq. to Moderate the Advanced Special Needs Trust Symposium

September 9, 2016
“Use of Special Needs Trusts in Cases Involving Divorce”  to be presented by leading NJ...
08
Jul

Federal Appeals Court Rules Special Needs Trust Distributions May Not Be Counted As Income By Section 8 Housing Program

July 8, 2016
Reversing a federal district court, the U.S. Court of Appeals for the First Circuit ruled...
15
Apr

Distributions From Special Needs Trust Cause Ineligibility For Housing Assistance Under Section 8 Program

April 15, 2015
A federal district court ruled that a public housing authority properly counted distributions from a...
02
Mar

Making Appropriate Disbursements From First Party Special Needs Trusts

March 2, 2014
A Special Needs Trust, sometimes called a Supplemental Needs Trust (SNT), is a trust designed...
05
Aug

NY Trustee Ordered To Repay Special Needs Trust For Distributions Made For Goods And Services Obtainable From Public Benefits

August 5, 2013
Justice Laura L. Jacobson, a  New York trial judge, held that a trustee of a...
30
May

Top 10 (Actually 9) Noteworthy Cases Involving New Jersey Trusts, Including Special Needs Trusts

May 30, 2013
The following post contains a summary of the noteworthy trust cases decided by New Jersey...
28
May

SSA Revises Regulations, Permits First-Party Trusts to Pay for Non-Beneficiary Travel in Some Cases

May 28, 2013
The Social Security Administration (SSA) has revised its Program Operations Manual System (POMS) to allow...
19
Jun

New Social Security Regulations Prohibit Funds From Special Needs Trusts To Be Used To Pay For Family Visits, And Limit Trust Payments To Caregivers Who Are Medically-Trained

June 19, 2012
The Social Security Administration (SSA) recently revised four sections of the Program Operations Manual System...
16
Aug

Low-Income Tenant Victorious in Lawsuit Preventing Housing Authority From Counting Distributions From Special Needs Trust As Income

August 16, 2011
An aged, low-income tenant with disabilities recently prevailed in a lawsuit filed against the Santa...
09
Mar

Are Distributions From A Special Needs Trust To Pay For Medical Marijuana For The Trust Beneficiary An Appropriate Expenditure Of Trust Assets?

March 9, 2011
(The following is part of a discussion, taken from a listserv, or electronic bulletin board,...
29
Oct

Unusual Special Needs Trust Distribution Requests

October 29, 2009
Special needs trusts (also known as “supplemental needs” trusts) allow a disabled beneficiary to receive...
14
Apr

Results Of New Study: Parents Have No Long-Term Care Plan For Special Needs Kids

April 14, 2009
It is well known that the vast majority of America’s 2.6 million children with special...

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