Special Needs Planning – Page 2 – Vanarell & Li, LLC, Westfield, NJ Elder Law Attorneys

Dec

SSA Publishes Regulations for ABLE Accounts Owned by SSI Recipients

December 22, 2015

[gview file=”http://vanarellilaw.com/wp-content/uploads/2015/12/POMS-SI-01130.740-Achieving-a-Better-Life-Experience-ABLE-Accounts.pdf”] As explained in previous blog posts here, here and here, an Achieving a...

Dec

Special Needs Trust Lacking Payback Provision Countable

December 13, 2015

In this case, a Medicaid application filed by the beneficiary of a special needs trust...

Nov

Medicaid Not Required to Consider Applicant’s Trust Reformed by a Court During the Look-Back Period

November 4, 2015

An appeals court holds that the Massachusetts Medicaid is not required to recognize the reformation...

Nov

Appellate Division Rejects Estate’s Challenge to DMAHS and DDD Claims for Reimbursement of Benefits Paid to Decedent

November 2, 2015

The decedent, Tracy Solivan, had been disabled at birth as a result of medical malpractice...

Oct

Top 10 New Jersey Elder Law and Special Needs Trust Cases Decided in 2015

October 1, 2015

The 18th Annual Elder and Disability Law Symposium was held on September 29, 2015 at...

Aug

Does Temporary Mismanagement of Special Needs Trust = Permanent SSI Ineligibility?

August 17, 2015

A federal district court concluded that a decision of the Social Security Administration (SSA) to...

Jul

Proposed IRS Regulations Establish Guidelines for New ABLE Accounts for People with Disabilities

July 1, 2015

In a recent press release, the Internal Revenue Service announced the release of proposed regulations...

Jun

SSA Clarifies Its Position on Court-Established Special Needs Trusts

June 4, 2015

After advocates criticized the Social Security Administration (SSA) for refusing to allow court-established Special Needs...

May

Top 10 New Jersey Elder Law and Special Needs Planning Cases Decided in 2014

May 21, 2015

The 17th Annual Elder Law Retreat, presented by the New Jersey State Bar Association Elder and...

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...

Mar

Understanding ABLE: Achieving A Better Life Experience Act Explained

March 26, 2015

The Achieving a Better Life Experience (ABLE) Act became law on December 19, 2014....

Feb

Special Needs Trust Fairness Act of 2015 Introduced in Congress

February 4, 2015

On February 3, 2015, U.S. Representatives Glenn ‘GT’ Thompson (PA-05) and Frank Pallone, Jr. (NJ-06) in...

Dec

Congress Passes the ABLE Act, Permitting the Disabled to Own Savings Accounts while Preserving Eligibility for Public Benefits

December 21, 2014

Earlier in December, Congress passed the Achieving a Better Life Experience Act of 2014, or...

Dec

Disabled Children of Military Families Allowed to pay Military Survivor Benefits into Special Needs Trust

December 14, 2014

On December 12, 2014, Congress passed the National Defense Authorization Act of 2015 (NDAA). Among...

Dec

Recent Legal Developments in Special Needs Planning for Disabled Beneficiaries

December 4, 2014

On December 3rd, I presented at the 72nd Semi-Annual Tax and Estate Planning Forum sponsored by...

Dec

Social Security Benefits Deposited Into Special Needs Trust Countable In Determining Medicaid Eligibility

December 1, 2014

Reversing a trial court, an appeals court ruled that a beneficiary’s Social Security benefits, though...

Nov

I will be presenting on December 3rd at NJICLE’s Tax and Estate Planning Forum on “Recent Developments in Planning for Disabled Beneficiaries”

November 14, 2014

72nd Semi Annual Tax and Estate Planning Forum Presented by the New Jersey Institute of...

Oct

NAELA News Release about Our Victory in NJ Supreme Court Allowing State Pensions to be Paid to Special Needs Trusts

October 18, 2014

NAELA Aids Win for Children With Disabilities of Retired New Jersey Police and Firefighters New...

Sep

NAELA Members described as “True Friends of the Court” in New Jersey Supreme Court decision allowing State Pension to pay into Special Needs Trust

September 29, 2014

Appearing Above, Left to Right: NAELA Board member Ron Landsman, Esq., CAP, who filed a...

Sep

Article in New Jersey Law Journal on Our Recent NJ Supreme Court Victory in Case Involving a Disabled Child, State Pension and Special Needs Trust

September 23, 2014

Court OKs Trusts for Disabled Kids of Cops and Firefighters NJ Supreme Court Justice Jaynee...

1 2 3 4 … 7