Category

Special Needs Trusts
02
Oct

New Case Again Reveals The Importance Of Special Needs Trusts: Limited Government Funds Available For The Disabled In New Jersey

October 2, 2009
Limited public funds available for the disabled in New Jersey has forced government agencies to...
25
Sep

Second Circuit Rules That Income Received By An Institutionalized Person And Then Placed Into A Special Needs Trust Is Countable By Medicaid

September 25, 2009
On June 22, 2009, the United States Court of Appeals for the Second Circuit affirmed...
09
Sep

Federal Appeals Court Rules That Assets In A Special Needs Trust Are Countable Resources Under Medicaid

September 9, 2009
In a ruling seen as a major setback for disabled individuals and their families, on...
31
Aug

Surrogate's Court in New York Reforms Will to Allow Disabled Beneficiary to Obtain Benefits of a Supplemental Needs Trust

August 31, 2009
In a probate case entitled In the Matter of the Estate of Rose Rappaport, 866...
07
Aug

Superior Court Judge in Monmouth County Authorizes The Establishment Of Third Party Special Needs Trusts Within An Intestate Estate

August 7, 2009
As reported on my blog, Judge John Malone, Presiding  Judge of the Chancery Division of...
23
Jun

Transfer Of Inheritance To Special Needs Trust Not Avoidable Under The Bankruptcy Code

June 23, 2009
In a 2007 U.S. Bankruptcy case from the District of Minnesota, a bankruptcy trustee unsuccessfully...
29
May

Parents Of Disabled Child Removed As Trustees of Child's Special Needs Trust After Commingling Funds

May 29, 2009
A Rhode Island court removed the co-trustees of a special needs trust established for the...
05
May

Planning for Disabled Children and Adults: Special Needs Trusts and Supplemental Benefits Trusts

May 5, 2009
As discussed below, a self-settled special needs trust is a device used to protect funds...
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...
14
Feb

Denial of Medicaid Eligibility After Court Reforms Testamentary Trusts in Parents' Wills to Special Needs Trusts Reversed on Appeal

February 14, 2009
In the ec-v-division-of-medical-assistance-and-heath-services case, the petitioner E.C. was a 67 year old physically and developmentally disabled...
20
Jul

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

July 20, 2008
For a number of years now, elder law attorneys in New Jersey have often achieved...
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