Category

Special Needs Trusts
01
Nov

Assignment Of Income Streams To Special Needs Trusts (Part 4)

November 1, 2011
(This is part 4 of a 4-part blog post on the subject of the assignment...
24
Oct

Assignment Of Income Streams To Special Needs Trusts (Part 3)

October 24, 2011
(This is part 3 of a 4-part blog post on the subject of the assignment...
14
Oct

Assignment Of Income Streams To Special Needs Trusts (Part 2)

October 14, 2011
(This is part 2 of a 4-part blog post on the subject of the assignment...
26
Sep

Assignment Of Income Streams To Special Needs Trusts (Part 1)

September 26, 2011
(This is the first of a 4-part blog post on the subject of the assignment...
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,...
10
Feb

Effect Of Payment Of Home Expenses By A Special Needs Trust On Eligibility For Public Benefits

February 10, 2011
(The folowing is part of a discussion, taken from a listserv, or electronic bulletin board,...
24
Jan

Doctrine of Probable Intent Cannot Be Used to Create Special Needs Trusts for Intestate Decedent

January 24, 2011
In a published decision, the Superior Court of New Jersey, Appellate Division, ruled that a...
26
Dec

Top Ten (10) New Jersey Cases Involving Special Needs Trusts / Disability Planning Decided In 2010 (And A Few Cases Decided In 2009)

December 26, 2010
    Here are my selections for the top ten (10) New Jersey cases involving...
17
Dec

Special Needs Trusts: Background

December 17, 2010
A self-settled special needs trust is exempt from being counted as a “resource,” for purposes...
18
Nov

The Frustrating Tale Of A Retired Firefighter Repeatedly Denied The Right To Plan His Estate To Benefit His Severely Disabled Child

November 18, 2010
Thomas Saccone is a retired Newark, NJ firefighter. He and his wife’s only son, Anthony,...
06
Aug

A Case Study Involving Social Security and SSI Benefits, An Overpayment, Divorce, A Special Needs Trust And A Successful Effort To Increase The SSI Monthly Benefit Amount

August 6, 2010
I don’t usually blog about the Social Security cases my law firm handles, although we...
03
Jul

New POMS On Early Termination Of Special Needs Trusts

July 3, 2010
Many third-party and self-settled special needs trusts (SNTs) contain “termination on ineligibility and distribute to...
02
Apr

Does The VA Consider Assets Transferred To A Special Needs Trust In Determining Eligibility for VA Improved Pension And Aid And Attendance Benefits?

April 2, 2010
A growing number of my elder law clients have asked me whether the Department of...
16
Mar

Tips For Parents Of Children With Disabilities And Other Special Needs Who Are Planning Their Estates

March 16, 2010
The following list contains some of the most frequently encountered issues faced by parents of...
09
Feb

Special Needs Trust Can Be Established Only When The Social Security Administration Determines That The Beneficiary Is Disabled

February 9, 2010
In J.C. v. Division of Medical Assistance and Health Services and the Ocean County Board...
20
Jan

Parent’s Income Deposited Into Special Needs Trust for Her Disabled Adult Child Was Properly Considered In Determining Parent’s Medicaid Eligibility

January 20, 2010
In Matter of Jennings v. Commissioner, N.Y.S. Dept. of Social Services, a New York appellate...
29
Dec

The Top 10 (NOT; Actually, The Top 15) New Jersey Elder And Disability Law Cases in 2009

December 29, 2009
2009 was an exciting year of litigation in the elder and disability law arena, producing...
10
Dec

SSI Basics

December 10, 2009
Supplemental Security Income (SSI) is a federal program that helps aged, blind and disabled people...
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...
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