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2025
Main Menu
March
Special Needs Registries for Individuals With Disabilities
Funding a Special Needs Trust With a Survivor Benefit Plan
Special Needs Registries for Individuals With Disabilities
Transfer-On-Death Accounts: A Useful Estate Planning Tool
IRS Finalizes 10-Year RMD Rules for Inherited IRAs
February
Deposit Up to $19,000 in Your ABLE Account in 2025
Have a Disability? Avoid IRA Early Withdrawal Penalties
Estate Planning for Parents of Children With Mental Illness
When, Why, and How to Talk About End-of-Life Care
January
A Comparison of Special Needs Trusts and ABLE Accounts
IRS Announces 2025 Gift and Estate Tax Exemptions
To Marry or Not to Marry: A Story of Disability Benefits
4 SSI Benefits Updates You May Have Missed
Can Both Spouses Claim Social Security Disability Insurance?
2024
Main Menu
December
Getting Medicare Disability Coverage When You Are Not Yet 65
I Don't Need SSI or Medicaid. Why Get a Special Needs Trust?
What to Ask Before Settling a Personal Injury Lawsuit
The Exceptional Family Member Program (EFMP)
Update on 2025 Social Security Disability Benefits Payouts
Why Trusts Are Important Estate Planning Tools
November
Supporting Twice Exceptional (2e) Students
IRS Finalizes 10-Year RMD Rules for Inherited IRAs
Voting Rights for People With Disabilities
Bill Would Make Expiring ABLE Account Provisions Permanent
How Are Benefits for Disability (SSDI) Calculated?
October
ABLE Accounts Can Play a Key Role in Special Needs Plans
Funding a Special Needs Trust With a Structured Settlement
Financial Help for Parents of Children With Special Needs
Social Security Simplifies Disability Benefits Evaluations
September
Microschools as an Option for Students With Disabilities
SSA Names 9 New Compassionate Allowance Conditions in 2024
How AI Is Supporting Assistive Technology
7 Common Inheritance Mistakes to Avoid
August
Does a Personal Injury Settlement Affect Disability Claims?
Will My Disability Benefits Change When I Turn 65?
What Assets Count When Applying for SSI?
Why Trusts Are Important Estate Planning Tools
July
Can An Executor Decide Who Gets What?
I'm on SSDI- Can I Work and Keep My Disability Benefits?
More People to Qualify for SSI Under New Rental Subsidy Rule
How Are Benefits for Disability (SSDI) Calculated?
Blended Families and Wills in Estate Planning
June
Is a Personal Injury Settlement Taxed?
Preventing Guardianship Abuse of People With Disabilities
May
Supplemental vs. Special Needs Trusts: Any Difference?
Securely Storing Your Legal Documents
Don't Procrastinate, Update & Celebrate!
April
Home Ownership for People With Disabilities
Who Does a Probate Attorney Represent: Executor or Heirs?
March
What Is the Social Security Disability 5-Year Rule?
Do Personal Injury Settlements Affect SSI or SSDI Benefits?
A Social Security Spousal Benefits Loophole for Caregivers
Planning for Children and Adult Children With Special Needs
40% of People Say They Don't Have Enough to Make a Will
February
Reasons Veterans Miss Out on Veteran Disability Benefits
How Gift Cards Could Affect SSI Benefits
A Useless Power of Attorney: Avoid Free Legal Documents
SSI Recipients Get Relief After Landmark Settlement
January
Choosing Trustees for Special Needs Trusts: 5 Considerations
ABLE Accounts in 2024: Save Up to $18,000 Annually
Intellectual and Developmental Disability: What Is an IDD?
New Year's Resolution: Get That Estate Plan Done
2023
Main Menu
December
When Children With Disabilities Turn 18, Part I
Is Your Financial Information in Order?
SSA Announces 12 New Compassionate Allowance Conditions
SSI and SSDI Recipients to Receive Boost in 2024 Payouts
November
Building an Estate Plan for Adult Children with Disabilities
6 Ways the Sandwich Generation Can Plan for the Future
Making a Will Can Protect Your Child With Special Needs
October
Securing Food Stamps as a Person With Disabilities
Disability Community Continues Fight for Access to Home Care
Estate Planning for Surviving Spouses
September
Bill Would Aid Thousands of Working People With Disabilities
What's the Most I Can Receive in Disability Benefits?
Emotional Support Animals for Children With Disabilities
Modifying an Irrevocable Trust Through Trust Decanting
August
Obtaining a Protective Order for a Person With a Disability
Study: Hiring Family to Care for Children With Disabilities
SSDI for Adults With Disabilities When a Parent Retires
VITAL Act: Affordable Housing for People With Disabilities
Inherited Retirement Accounts: Minimizing Tax Consequences
July
ABLE Account Owners Who Work Can Save More Through 2025
Owe Back Taxes? Should You Request Uncollectible Status?
Creating a Comprehensive Special Needs Financial Plan
Rights and Responsibilities of a Conservator
3 Common Probate Questions
From Organ Donations to Webinars
June
5 Reasons Why Your SSDI Claim Could Be Denied
Is Your Estate Plan Stale?
Why You Should Designate Beneficiaries
Understanding the Differences Between a Will and a Trust
If You Own a Business, Why Do You Need an Estate Plan?
Supplemental Security Income (SSI) for Children With Autism
Using a Credit Card When You Have a Special Needs Trust
May
No Will? You're Putting Your Kids at Risk
What Is a Group Home?
Don't Wait Until You're Sick to Create an Estate Plan
April
What to Know About Being a Health Care Proxy
What Is a Ward of the State?
Charities May Now Be Named As SNT Remainder Beneficiaries
Asset Protection Trust
March
$25M Award to Help Fund Housing for People With Disabilities
What Can an SNT Pay for Without Affecting SSI or Medicaid?
Estate Planning: An At-a-Glance Overview
Congress Overlooks Bill Meant to Up SSI Recipient Asset Cap
Should an SSI Recipient Refuse an Inheritance?
February
ABLE Account Age Adjustment a Bright Spot in Omnibus Passage
Why Are Doctors Failing to Treat People With Special Needs?
When Does a Person Lack Capacity in a Guardianship?
Estate Planning: 3 Things to Know About Being an Executor
January
How Trustees of Special Needs Trusts Are Compensated
Future Estate Tax Exemptions
Start 2023 Prepared: Reassess What Matters Most
2022
Main Menu
December
A Warning for Medicaid Beneficiaries Traveling Out of State
Can a Person Who Receives Disability Benefits Own a Car?
Qualifying for Disability Benefits Through Parent Work Record
Reality Check...
What You Should Know About Required Minimum Distributions
November
Social Security Disability Benefits to Rise for 2023
Supported Decision-Making as an Alternative to Guardianship
Before You Say 'I Do': 5 Questions to Ask Your Special Needs Attorney
Better Access to Medicaid? Feds Seek to Simplify Enrollment
October
Accessory Dwelling Units Promote Independence Near Family
A Quick Primer on the Taxation of Social Security Disability Insurance (SSDI) Benefits
Mainstream Vouchers Can Help People With Disabilities, and Their Families, Afford a Place to Live
Is a Qualified Disability Trust Right For Your Estate Plan?
September
Proposed Legislation Would Allow Families to Extend Impact of Special Needs Trusts to Charities
Most Who Apply for Social Security Disability Insurance Are Rejected; What Can You Do to Improve Your Chances?
Essential Medication Denials Raise Serious Questions
Should You Consider A Guardianship or Conservatorship for Your Loved One With Special Needs?
The Powers and Responsibilities of Representative Payees
August
Housing Considerations When Your Child With Special Needs Becomes an Adult
Feds Set Deadline for States to Meet Standards on Adequate Community Housing for Individuals With Disabilities
Feds Set Deadline for States to Meet Standards on Adequate Community Housing for Individuals With Disabilities
Through PASS, People With Disabilities Can Pursue Work Goals Without Losing SSI Benefits
The Ins and Outs of Estate Sales
July
Assistance Is Available for Veterans’ Children with Disabilities
Victims of Discrimination Cannot Sue for Emotional Distress, Supreme Court Says
Support Your Child With Disabilities — and Still Qualify for Medicaid
How to Deal with an Estranged Child in Your Estate Plan
June
When Is It OK for an SNT Trustee to Be Compensated?
Advice on Vice: Are there exclusions?
Medicare Now Covers the Cost of COVID At-Home Tests
What to Do If You Want to Leave Your Children Unequal Inheritances
SSA Reopens Its Offices While Making It Easier to Apply for SSI Online
May
The Tax Consequences of Selling a House After the Death of a Spouse
What Can ABLE Account Money Be Spent On?
Three Warning Signs That You May Need a Professional Trustee
The Benefits of Including an LLC as Part of Your Estate Plan
April
What to Do About an Unwanted Inheritance
Why You May Need a Trust in Addition to a Power of Attorney
You Can Just Say No: Declining to Act as an Agent Under a Power of Attorney
The Difference Between Elder Law and Estate Planning
March
SSA Encourages Those on Disability to Work — Until It Doesn’t
Infrastructure Bill to Make Public Transit More Accessible
Recipients of Supplemental Security Income Now Have 50 Extra Days to Appeal Benefits Cuts
ABLE Accounts vs. Special Needs Trusts: Why Not Have It All?
February
Supportive Housing Programs Offer Integrated Solutions for People with Mental Disabilities
Hungry for Support: More Likely to Be Food-Insecure, People with Disabilities Have Difficulty Getting Assistance
Uber Broke Law by Slapping Wait-Time Surcharge on People With Disabilities, DOJ Charges
What Are a Special Needs Trustee’s Record-Keeping Duties?
January
Why You May Need a Trust in Addition to a Power of Attorney
Safeguard Your Original Documents
Supreme Court to Hear Case That Could Increase the Bite That Medicaid Takes Out of Settlements
2021
Main Menu
December
Court Overturns FDA Ban on School’s Use of Electric Shock Devices on Students with Disabilities
New CDC Materials Teach COVID-19 Safety Protocols to People with IDD
The Perils and Pitfalls of Do-It-Yourself Special Needs Planning
Make Sure Your Estate Plan and Other Essential Documents Are Safe from Disasters
November
Bill Introduced — Again — to Bring the Supplemental Security Income Program into the 21st Century
Pandemic Payments Now Won’t Affect SSI Benefits or Eligibility at All
Never Say Never: Navigating the Appeals Process if You’ve Been Denied Social Security Disability Benefits
Leaving an IRA to a Special Needs Trust Is No Longer Such a Bad Idea
October
Lawsuits Charge Families Paid Thousands for Service Dogs That Were of No Service at All
Bill Dangles Funding Hope for Families Caring for People with Disabilities
An Introduction to Supplemental Security Income (SSI)
Britney Spears Case Offers Lessons on Conservatorship
Webinar with the Down Syndrome Connection of the Bay Area on November 6th
September
Dividing Personal Possessions
Kafkaesque Nightmare: Thousands of SSI Recipients Accused of Owning Property That Isn’t Theirs
Resources for Travelers with Special Needs Are Only a Click Away
Social Security Administration Reopens Its Doors to the Public—But Only a Crack
August
Back to School & Upcoming Events
Three Tips When Hiring a Caregiver for a Child with Special Needs
Passing Assets to Grandchildren Through a Generation-Skipping Trust
COVID-19 Relief Bill Makes ACA Even More Affordable, If Only Temporarily
July
Bill Would Allow All Military Retirees to Name Special Needs Trusts as Beneficiaries of Pension Plans
'Like a Dickens Novel': States Are Grabbing Foster Children’s Social Security Benefits
Charge Against Mother Highlights Value of Adding an Extra Layer of Protection to a Special Needs Trust
Court Case Illustrates the Danger of Using an Online Power of Attorney Form
Elder Abuse Day
June
Cities Try to Make 911 a Safe Number to Call for Mental Health Emergencies
Bill Reintroduced to Greatly Expand Eligibility for ABLE Accounts
Does Your Child’s Special Needs Trust Need a Tune-Up? Probably.
May
Congress Eliminates SSDI Waiting Period for People with ALS
People with Disabilities are Still Being Largely Ignored in State COVID-19 Vaccine Priority Lists
An ABLE Account Could Be a Great Place for Your $1,400 Relief Payment
Disability Advocates Applaud Landmark COVID-19 Relief Bill
April
What You Can't Do With a Will
Disability-Friendly Places to Live in the U.S.: WalletHub’s Latest Survey
Closing of Social Security Offices Has Triggered a Sharp Drop-Off in New SSI Recipients
March
Biden Administration Undoes Key Trump Regulations Affecting People with Disabilities
Is It Possible to Put a Retirement Plan in a Special Needs Trust?
COVID-19 How to Assist Aging Parents During the Pandemic
SCAMS - NO JOKE!
February
Couple Accused of Redirecting $500,000 Intended for Person with Disabilities into Their Own Pockets
New Regulations Compromise the Independence of Disability Appeals Judges
More Changes Coming?
Feds End Protections for Emotional Support Animals on Airlines, Allowing Service Dogs Only
January
ABLE Accounts Offer Financial Independence for Beneficiaries Who Can Manage Their Own Money
An Important and Often Overlooked Issue Resolved with Proper Estate Planning: GUARDIANSHIPS
It's Time for a New Year's Resolution That You'll Actually Keep!
2020
Main Menu
December
IRS Issues Final Regulations for ABLE Accounts
Will People with Disabilities Have Priority for a COVID-19 Vaccine?
Strategies for Bridging SSDI’s Medicare Waiting Period
President-Elect Biden’s Promises to People with Disabilities Are Numerous
Beware of These Ongoing Scams! (And Tips on How to Avoid Falling Victim to Them)
November
Do You Know the Duties and Responsibilities of a Trustee?
October
Nearly 110,000 Died Awaiting Disability Benefit Appeals Between 2008 and 2019
Trump Administration Requests Supreme Court Review of Medicaid Work Requirements
Representative Payee: Not a Job to Be Taken Lightly
What Happens to Assets Left in a Special Needs Trust on the Death of the Beneficiary?
National Estate Planning Awareness Week - October 19-25, 2020
SCAM ALERT: Beware of Recorded Deed Notice
September
Consider Putting Recipients’ Pandemic Relief Payments in an ABLE Account
Study Points to High COVID-19 Infection Rates in Group Homes
IRS Reopens Portal to Allow Parents to Obtain Additional Stimulus Payments
COVID-19 Has Loosened Some ADA Workplace Protections, So Know Your Rights
Elder Abuse Takes Many Forms
August
Theft from SNT Highlights Value of Using a Professional Trustee
Child Support and Special Needs: Six Important Questions
Disability Rights Advocates Push for End to SSDI Waiting Periods
Estate Planning for College Students?
July
Exclusive Webinars with Gateway Learning Group
June
June 15th Is World Elder Abuse Awareness Day
Free Webinar: Planning for Their Future
March
Generation Skipping Trust
What is Hospice Care?
The Importance Of End Of Life Planning
Improper Discharge or Transfer of Nursing Home Resident
February
Fraud Scams Against Seniors
The High Cost of Raising a Special Needs Child
COVID-19 MESSAGE
January
Establishing a Special Needs Trust
Detecting the Financial Exploitation of Seniors
Planning for Long Term Care
2019
Main Menu
December
Important Legal Strategies for Encountering a Major Health Event
Using Your Will to Determine How Debts are Paid Off
When Trustees Breach Their Legal Duty
November
5 Reason Not to Use a Free Power of Attorney Off the Internet
Charitable Donations
Getting a Conservatorship for an Elderly Family Member with Alzheimers Disease
October
Commonly Overlooked Issues in Estate Planning
When is a Conservatorship Necessary
Modify Your Living Trust
A Guide to Removing a Trustee
September
Preventing Potential Family Conflicts with Your Estate Plan
Reasons to Avoid Procrastinating Your Estate Planning
Contesting the Validity of the Will
Understanding Probate
August
The Most Important Estate Planning Documents
2015
Main Menu
February
When Even Good Planning May Not Be Enough
Laura's Law Now in Contra Costa County
2014
Main Menu
June
Estate Protection Legislation for Medi-Cal
Special Needs Meets Deadly Force Again
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Mar 27, 2025
Funding a Special Needs Trust With a Survivor Benefit Plan
Mar 20, 2025
Special Needs Registries for Individuals With Disabilities
Mar 14, 2025
Transfer-On-Death Accounts: A Useful Estate Planning Tool
Mar 6, 2025
IRS Finalizes 10-Year RMD Rules for Inherited IRAs
