by Annette Hines | Oct 12, 2022 | Announcements, Education, Elder Law, Estate Planning, Special Needs Planning
October is Special Needs Awareness Month! To celebrate, Annette Hines hosted four webinars on important topics related to Special Needs Law. Following those events, she also aired Parenting Impossible Podcast episodes on three of the topics listed below. Click on the...
by Annette Hines | Sep 15, 2022 | Elder Law, Special Needs Planning
People usually make gifts for three reasons—because they enjoy giving gifts, because they want to protect assets, or minimize tax liability. However, gifting in one’s elder years can have expensive and unintended consequences, as reported in the article “IRS standards...
by Annette Hines | Dec 28, 2021 | Estate Planning, Parenting, Special Needs, Special Needs Planning, Special Needs Trust
If you have a child with disabilities, it is crucial to set money aside for the child’s future. At the same time, you need to consider your child’s access to public benefit programs such as Medicaid and Supplemental Security Income (SSI), as well as the state and...
by Annette Hines | Dec 2, 2021 | Estate Planning, Special Needs, Special Needs Planning, Special Needs Trust
One of the most important roles in a special needs plan is that of trustee, the person who administers a special needs trust (SNT). Of a trustee’s many responsibilities, record-keeping is perhaps the most crucial. Because the trustee is managing accounts on behalf of...
by Annette Hines | Oct 26, 2021 | Announcements, Current Affairs, Estate Planning, Special Needs Planning
Unique tax benefits are available to families who have children with special needs. And thanks to recent changes in the tax code, there are opportunities to save substantial amounts of money at tax time. Thomas M. Brinker, Jr., a professor of accounting at Arcadia...
by Annette Hines | Sep 29, 2021 | Estate Planning, Special Needs, Special Needs Planning, Special Needs Trust
Among the costs of caring for a dependent with special needs are the fees for professional advice. Some families are tempted to save on these costs by doing special needs planning on their own. This can be attractive because so much information is available online,...
