An introduction to ABLE Accounts - what they are and how they can be used to help improve the lives of people receiving means-tested benefit

The new year brings some important changes to the Oregon Medicaid eligibility figures. Effective January 1, 2019: The Supplemental...

Most special needs trusts (SNTs) are set up to benefit one individual. But it’s possible to contribute to a trust where the funds of...

Can I Trick My Brain-Damaged Brother Into Taking His Meds? This question, or variations on it, come up frequently in the world of elder...

With open enrollment approaching (October 15 through December 7), many seniors will have the option to switch over to a Medicare...

SSA recently issued new guidance regarding the use of prepaid debit cards like True Link with Special Needs Trusts. This marks the first tim

A frequent question I get as a special needs planner is “Can I pay for travel expenses out of a Special Needs Trust? What about companion ca

Special Needs Planners are excited about the new POMS that the Social Security Administration released regarding Special Needs Trusts. Learn

New guidance from Social Security Administration regarding Special Needs Trusts (SNTs) has issued. Take a look at the provisions.

Supplemental Security Income (SSI) is a federal program that helps people with disabilities and very low incomes pay for food, clothing...

See this article in the New York Times about the importance of having a will, power of attorney and healthcare directive. Also, for...

The Social Security Administration’s Understanding Supplemental Security Income (SSI) website is a recently updated reference for...

New POMS regarding ABLE accounts have come out and can be found here: https://secure.ssa.gov/poms.nsf/lnx/0501130740 Below is an excerpt...

The new year brings some important changes to the Oregon Medicaid eligibility figures. Effective January 1, 2018: The Supplemental...

Families taking advantage of ABLE savings accounts will have a little more flexibility in planning for special needs as a result of the...

The IRS has confirmed an increase to Section 2503, the federal gift tax exclusion. Section 529A(a)(2) of the Stephen Beck Jr. Achieving a Be

The ABLE Act explicitly addresses how funds in an ABLE account impact SSI and Medicaid eligibility, but what about HUD? Even though...

Simply defined, a trust is an agreement between two people -- a grantor who donates funds to the trust and a trustee who manages those...

In passing the Achieving a Better Life Experience (ABLE) Act in 2014, Congress created a new way for potentially millions of people with...

Guardianship and conservatorship proceedings are supposed to protect vulnerable seniors and people with cognitive disability....