Special Needs
Significant Changes to GA Law Became Effective on July 1, 2018, and We Are Here to Educate and Help
July 30, 2018
In light of the significant changes to Georgia trust law beginning July 1, 2018, we wanted to create an easy way for our readers to ...
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Recharged and Ready to Go
April 26, 2017
As I type, I am sitting in the New Orleans airport waiting for my flight home. I have just attended the 11th Annual Conference of ...
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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 ...
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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 ...
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Collaborative Process – The New Alternative Legal Process for Amicably Resolving Disputes
June 4, 2014
by Richard M. Morgan & Loraine M. DiSalvo In our July 2010 newsletter, we discussed various dispute resolution processes. We discussed traditional litigation, along with ...
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The Essence of Estate Planning: Let the Journey Begin
May 8, 2014
At its most fundamental level, estate planning is about controlling the otherwise-uncontrollable. Death is inevitable; disability is increasingly probable as we age. When death or ...
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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 ...
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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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