04 Dec 2008
December 4, 2008

Academy of Special Needs Planners Article on Preparing for Passage of Child Into Adulthood Appears in Exceptional Parent Magazine

Special Needs Planning 0 Comment

Academy of Special Needs Planners co-founder Harry S. Margolis recently co-authored an article titled “What to Do When Your Child Turns 18” that is featured in the November issue of Exceptional Parent Magazine. The article highlights five key transition points that families face as their children with special needs reach adulthood. These transitions points are:.. read more →

03 Dec 2008
December 3, 2008

A Housing Solution for the Developmentally Disabled in New Jersey?

Developmental Disabilities, Special Needs Planning 0 Comment

In the Sunday newspapers this week, I read two very different articles concerning people with developmental disabilities. The first, an article by Susan K. Livio in the Newark Star Ledger, addressed a pervasive problem with a grim prognosis for those with developmental disabilities. In jerseys-disabled-wait-years-for-homes, Ms. Livio recounts a common reality of those hoping to.. read more →

07 Nov 2008
November 7, 2008

Writing a Memorandum of Intent for a Special Needs Child

Special Needs Planning 0 Comment

How can you ensure that your special needs child will remain well cared for and secure once others assume the role of guardian or caregiver? While creating a financial plan and establishing a specialized trust are central to preparing for your child’s future, special needs planners also advise families to write down their intentions and.. read more →

13 Oct 2008
October 13, 2008

Wall Street Journal Article Discusses Estate Planning for Disabled Children and Adults with Special Needs

Estate Planning, Governmental or Public Benefit Programs, Special Needs Planning 0 Comment

An article in the October 9th edition of The Wall Street Journal discussed estate planning for disabled children and adults with special needs. According to the WSJ, more than 41 million Americans, or almost 15% of the population, have some type of disability. In addition, 6.2% of children ages 5 to 15, or 2.8 million.. read more →

06 Oct 2008
October 6, 2008

NJ Appeals Court Allows Limited Disclosure of Notes by a Psychiatrist in Case Challenging Creation of a Supplemental Needs Trust

Special Needs Planning, Undue Influence, Will Contests 0 Comment

A New Jersey appeals court overturned the dismissal of a lawsuit alleging that the defendants improperly created a supplemental needs trust, allowing the defendants limited access to the plaintiff’s psychotherapy records in order to rebut her claim that the trust’s settlor did not think she needed a trust. Laubach v. Quinn (N.J. Super. Ct. App… read more →

15 Sep 2008
September 15, 2008

Social Security Administration Links with Special Emphasis on SSI and Special Needs Trusts

Social Security Benefits, Special Needs Planning, Supplemental Security Income (SSI) Benefits 0 Comment

(I acknowledge with appreciation the Academy of Special Needs Planners website and the resources available to members which I used to compile the following list of links.) PRIMARY SOURCES: Social Security Administration’s Main Page: Social Security Online – The Official Website of the U.S. Social Security Administration Social Security Administration’s “Our Program Rules” compilation of.. read more →

20 Jul 2008
July 20, 2008

Union County Judge Enters An Order, The First Of Its Kind In New Jersey, Establishing A Third Party Special Needs Trust In An Intestate Estate

Elder Law, Governmental or Public Benefit Programs, Intestate Estate, New Cases, Special Needs Planning, Special Needs Trusts 0 Comment

For a number of years now, elder law attorneys in New Jersey have often achieved success in court applications seeking to reform a support trust established under the will of the parents or relatives of a disabled adult child so that the amended support trust met the statutory requirements of a special needs trust (“SNT”)… read more →

17 Jul 2008
July 17, 2008

Study Ranks Out-of-Pocket Costs of Raising Child with Special Needs by State

News Briefs, Special Needs Planning 0 Comment

Parents raising children with special needs face significant extra costs for therapies, rehabilitation and specialty medical care, among other costs. A new study found that families with similar demographics and nature of their children’s special needs have different out-of-pocket health expenditures depending on the state in which they live. The study found that wealthier states.. read more →

09 Jun 2008
June 9, 2008

Federal Court Ruled that a Disabled Person May Be Entitled to In-Home Care in Lieu of Institutionalization

Legal Rights of the Disabled, Special Needs Planning 0 Comment

A federal district court in Illinois denied the state Medicaid agency’s motion for summary judgment in a case testing whether a man with severe disabilities can receive care at home under the state’s Medicaid waiver program rather than in a nursing home. Grooms v. Marah (N.D.Ill., No 06 C 2211, May 30, 2008). David Grooms,.. read more →

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