Elder & Special Needs Planning

Supporting Children With Special Needs Through Effective Estate Planning

July 22, 2020

You have a child with special needs and are worried that your child will not be able to support him or herself after you are ...

The Department of Community Health Introduces the Elderly and Disabled Waiver Program

September 18, 2018

July 2018 saw another significant change in the Medicaid waiver programs. Medicaid introduced the Elderly and Disabled Waiver Program, which will replace both the Community ...

Planning for Long Term Care

March 27, 2015

As consumers, we are used to celebrity endorsements for things like shampoo, cars, cosmetics and beverages, but for long term care insurance? That seems like ...

Special Needs Trust Accounts Created Under the ABLE Act

February 17, 2015

by Diane Weinberg This month’s Passionate Estate Planner continues our discussion of trusts used in special needs planning. In January, we looked at three types of ...

Primer on Special Needs Trusts

January 29, 2015

by Diane Weinberg Last week, I received my first phone call about the Achieving a Better Life Experience (ABLE) Act, new legislation creating a type of ...

Preparing for Incapacity: The Documents You Need and Traps to Avoid (Updated April 2023)

February 18, 2014

By Diane B. Weinberg and Loraine M. DiSalvo In the last edition of The Passionate Estate Planner, we discussed the different levels of incapacity an ...

Common Pitfalls When Planning Estates for Families with Special Needs Children (Updated April 2023)

November 29, 2012

I recently had the privilege to attend a bar mitzvah in which the young man also has a sibling with a profound disability. His sibling ...

Planning for the Protection of the Elderly or Disabled

October 24, 2012

A few months ago, I received a telephone call from an obviously distressed gentleman, who I will call Sam.* Sam’s elderly father, Frank, was in ...

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