National Special Needs Law Month and Long-Term Disability Planning

Celebrated every October, National Special Needs Law Month is that time of year when families, caregivers, attorneys and estate planners across the country are encouraged to explore the long-term needs of those who require specialized, ongoing care.

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How Not Properly Planning Can Cost Your Special Needs Child Their Benefits Later

Proper planning for a loved one, be it a child or adult, with a disability or degenerative disease is critical to provide for the time when you can no longer be here.

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Folsom Special Needs Lawyer: Use Your IRA to Benefit a Special Needs Charity or Non-Profit You Care About

If you are over 70 ½ years old, you can donate some or all over your IRA to an eligible special needs charity or non-profit of your choice. Using a Qualified Charitable Distribution, you can donate directly from your IRA to the charity.

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Folsom Special Needs Attorney: What to Do If You Suspect Abuse by a Conservator

Sometimes teens and adults with disabilities may require the help of others to make daily decisions on their own behalves. When this happens, a conservator is named by the courts who can oversee the individual’s finances and personal care.

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Reasons to Consider a Professional Administrator for Your Child’s Special Needs Trust

Selecting the right person to serve as a trustee for a Special Needs Trust is important, as he/she will need to make distributions, file tax returns and carry out numerous other duties that go along with administering a trust.

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Folsom Special Needs Lawyer: Understanding the Limitations of ABLE Accounts

Most people in the disability community have heard about ABLE (Achieving Better Life Experiences) Accounts. If you haven’t, it is similar to a 529 College Savings Plan, but allows tax-free withdrawals to be used for qualified disability expenses.

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Shocking! Very Few Parents Have Planned Ahead to Protect Their Child with Disabilities

A study in the Journal of Intellectual and Developmental Disabilities reports that only 3.6% of parents surveyed who have children with intellectual and developmental disabilities have established legal guardianship/conservatorship, Powers of Attorney or have secured residential placement for their child in the event the child outlives them.

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Sacramento Special Needs Lawyer: Special Needs Trusts Protect Government Benefits and MUCH More

Unfortunately, many parents of children with special needs wait until their child turns 18 to consider creating a Special Needs Trust. Sometimes they even wait until their child eventually needs government benefits like SSI or Medi-Cal.

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My wife and I have some quite large complexities both in our individual preferences and the construct of our life. When planning for our trust, Heather took the time to hear EVERYTHING we said. The trust which Heather formed for our family took all our concerns into account. When everything was said and done, we received a trust which, by design, is extremely personal to our circumstance. We also are delighted to have Heather to be part of our team of advocates to help when the time comes.

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