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Monthly Archive for: "September, 2015"
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By Jeffrey Cotney
In Special Needs News, Uncategorized
Posted September 30, 2015

Tax Deductions and Credits for People with Disabilities and Their Families

If you or your spouse have a disability, or if you care for a dependent with a disability, you may be able to qualify for one or more tax credits and deductions.

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By Jeffrey Cotney
In Special Needs News, Uncategorized
Posted September 29, 2015

Can a Guardian be a Trustee?

Can the parent of a person with special needs, who is also that person's guardian, serve as the trustee of a special needs trust that [...]

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By Jeffrey Cotney
In Special Needs News, Uncategorized
Posted September 25, 2015

Recent Case Spotlights Problem of Excluding People with Special Needs From Gifting Plans

Parents giving gifts to children will sometimes provide nothing to the child with special needs while giving substantial amounts to the child’s siblings. This planning strategy can lead [...]

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By Jeffrey Cotney
In Special Needs News, Uncategorized
Posted September 24, 2015

Senate Passes Special Needs Trust Fairness Act; Focus Shifts to House

The Senate has unanimously approved the Special Needs Trust Fairness Act, a bill that would allow people with disabilities to create their own first-party special needs trusts without having [...]

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By Jeffrey Cotney
In Elder Law News
Posted September 23, 2015

Do Frequent Flier Miles Expire When You Do?

Accumulated frequent flier miles can be valuable assets, but what happens to those miles after somene dies?  Can a spouse or other heirs inherit them, or do the miles simply evaporate [...]

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By Jeffrey Cotney
In Elder Law News
Posted September 18, 2015

Court Approves Use of Short-Term Annuities for Medicaid Planning

A federal appeals court has ruled that Medicaid officials must accept applicants' short-term annuities, providing more certainty for Medicaid applicants' use of this important planning [...]

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By Jeffrey Cotney
In Elder Law News
Posted September 14, 2015

Incentives to Keep Working While You Collect Social Security

If you are able to continue working while receiving Social Security benefits, you can increase your overall benefit. In addition, although your benefits may be [...]

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