The Social Security Administration (SSA) has just released a new Program Operations Manual System (POMS) section governing the agency's treatment of ABLE accounts for Supplemental Security [...]
If you transfer assets within five years of applying for Medicaid, you will likely be subject to a period of ineligibility. There is an exception, however, if enforcing the penalty [...]
Do you want to use your IRA to help a charity, but also benefit your heirs? Instead of leaving your IRA directly to your children, you can leave it to a charitable remainder unitrust [...]
Florida attorney and ASNP Advisory Board member David Lillesand has recently drafted a monograph describing the Social Security Administration's fee approval system and its impact on special [...]
An Indiana-based pooled special needs trust has been accused of passing along some $2.4 million in legal fees to the trust beneficiaries without explaining what the fees were actually used [...]
After coming under fire from disability rights organizations and financial institutions for issuing unworkable proposed regulations governing ABLE accounts, the IRS has backed off on several [...]