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Elder Law and Special Needs Law Firm Elder Law and Special Needs Law Firm Elder Law and Special Needs Law Firm Elder Law and Special Needs Law Firm
  • Our Attorneys
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    • Elder Law News
    • Special Needs News
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  • Our Blog
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Archives

Monthly Archive for: "December, 2015"
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By Elizabeth Phillips
In Special Needs News
Posted December 22, 2015

Does Medicaid Reimbursement Take Priority Over Other Expenses?

My daughter's first-party special needs trust was paying for [...]

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By Elizabeth Phillips
In Special Needs News
Posted December 22, 2015

SSI Issues POMS Section for ABLE Accounts

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 [...]

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By Elizabeth Phillips
In Elder Law News
Posted December 22, 2015

The Hardship Exception to the Medicaid Penalty Period: Rare But Possible

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 [...]

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By Elizabeth Phillips
In Elder Law News
Posted December 22, 2015

How Your IRA Can Benefit Both Your Heirs and Charity

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 [...]

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By Elizabeth Phillips
In Special Needs News
Posted December 10, 2015

Monograph Discusses SSA Fee Approval System and Special Needs Planning

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 [...]

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By Elizabeth Phillips
In Elder Law News
Posted December 4, 2015

Should an Annuity Be Part of Your Retirement Planning?

Annuities can be valuable retirement and longevity planning tools, but they are complex financial products that can be misused. 

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By Elizabeth Phillips
In Special Needs News
Posted December 2, 2015

Pooled Special Needs Trust Accused Of Overspending on Legal Fees

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 [...]

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By Elizabeth Phillips
In Special Needs News
Posted December 2, 2015

New Reality TV Show Follows Lives of People with Down Syndrome

A new six-episode reality TV series follows seven people with Down syndrome and their families as they go about their daily lives.

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By Elizabeth Phillips
In Special Needs News
Posted December 1, 2015

IRS Moderates Several Controversial Proposed ABLE Regulations

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 [...]

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Affiliations

Rhode Island Bar Association
Rhode Island Bar Association Elderly
Pro Bono and Volunteer Lawyer Programs
Senior Agenda Coalition of Rhode Island
National Academy of Elder Law Attorneys (NAELA)


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