Resources

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Article
Fighting Nursing Home Discrimination Against Medicaid Recipients
While it is illegal for a nursing home to discriminate against a Medicaid recipient, it still happens. To prevent such discrimination, nursing home residents and their families need to know their rights.
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Article
What Is Undue Influence?
Saying that there has been “undue influence” is often used as a reason to contest a will or estate plan, but what does it mean?
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Article
Called for Jury Duty? You May Be Excused Based on Your Age
In many states, seniors have the right to decline jury duty based on their age. But the age limits and rules vary by state and by type of court, so if you are summoned for jury duty, check with the court to determine if you are exempt.
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Article
How to Vote While in a Nursing Home
Although voting is the hallmark of a democracy, it isn’t easy if you are in a long-term care facility. Nursing home residents face several challenges to voting, from registering to vote to actually casting a ballot.
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Article
Most Caregivers Are Now Entitled to Minimum Wage and Overtime Pay
The federal government recently extended minimum wage and overtime protections to most home health care workers. If you are hiring a caregiver for yourself or an elderly loved one, you need to become familiar with the rules, even if the paid caregiver is a family member.
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Article
Beware of Non-Lawyers Offering Medicaid Planning Advice
In recent years a number of non-lawyers have started businesses offering Medicaid planning services to seniors. While using one of these services may be cheaper than hiring a lawyer, the overall costs may be far greater.
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Article
Spouses May Qualify for Early Social Security Benefits If They Care for a Child with Disabilities
When a parent of a child with special needs retires and begins receiving Social Security retirement benefits, her child may qualify for Social Security Disability Insurance (SSDI) based on the parent’s work record if the child’s disability manifested itself before the child turned 22 years old.
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Article
Don’t Fall Victim to Identity Theft While Applying for Disability Benefits
The Social Security Administration and the Federal Trade Commission recently issued warnings for people to be on the lookout for identity thieves seeking personal information in connection with disability benefit applications.
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Article
Medicaid’s Benefits for Assisted Living Facility Residents
Assisted living facilities are a housing option for people who can still live independently but who need some assistance. Costs can range from $2,000 to more than $6,000 a month, depending on location. Medicare won’t pay for this type of care, but Medicaid might. Almost all state Medicaid programs will cover at least some assisted living costs for eligible residents.
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Webinar
Earning Without Losing: Working While on SSI
Can you work while on SSI? Yes, if you know the rules. Learn how income affects SSI benefits and more strategies to keep social security benefits while working.
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Webinar
Crafting a Memo of Intent That Truly Speaks for Your Child
Learn to write a powerful Memorandum of Intent for your loved one with special needs. Special needs planning webinar series.
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Webinar
Windfalls & Benefits: What You Need to Know
Safeguard SSI, Medicaid upon settlement or inheritance. Learn strategies to preserve benefits and ensure financial security for individuals with disabilities.
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Webinar
Q&A with SSI Attorney Erika Riggs
Don't miss experts Michele Fuller & Erika Riggs for a Q&A on special needs planning, disability benefits, SSI rules, and safeguarding your financial future.
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Webinar
Top Special Needs Planning Mistakes
Discover how special needs trusts protect benefits while providing fiduciary, caregiving, and asset management support. Learn to avoid common pitfalls and plan effectively for loved ones with disabilities.
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Webinar
Gifting to Persons with Disabilities Using an ABLE Account
Planning gifts for a loved one with disabilities requires careful consideration to avoid impacting their eligibility for government benefits. In this webinar, we will explore how ABLE accounts can be a powerful special needs planning tool for gifting to individuals with disabilities.
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Webinar
Special Needs Probate 101
Learn the fundamentals of probate in Michigan with a focus on individuals with disabilities. This session will cover key topics such as estate administration for special needs heirs, guardianships for individuals with developmental disabilities, conservatorships, and the vital role of special needs trusts.
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Webinar
Preparing For and Managing Supplemental Security Income Benefits
Navigating Supplemental Security Income (SSI) benefits can be complex, but understanding the process is crucial for securing the financial well-being of a loved one with special needs.
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Webinar
Guardianship vs. Power of Attorney
Deciding between guardianship and power of attorney is an important decision that can significantly impact the care and protection of a loved one. In this webinar, we will guide you through the key differences between these two legal tools and explain when each is appropriate.

Upcoming Webinar

Planning with Pooled Trusts: A Guide for Families and Beneficiaries

2025-07-16 13:00