November
21
Webinar:
Special Needs Probate 101

Special Needs Planning

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Article
How to Choose a Special Needs Attorney
Find a trustworthy special needs attorney near you. Expert legal resources for special needs planning, trusts, and advocacy. Learn more today!
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Article
Social Security Administration Updates Aid Recipients
Starting on September 1, 2024, the Social Security Administration will introduce significant changes to Supplemental Security Income rules including In-Kind Support and Maintenance and Rental Subsidy
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Article
Grasping Settlement Planning: Our Comprehensive Guide to Maximizing Your Financial Future
Settlement planning is a comprehensive strategy to manage and allocate funds received from a legal settlement. It aims to ensure long-term financial stability and security for the beneficiaries.
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Article
Michigan Enacts Uniform Power of Attorney Act
Learn the new rules for powers of attorney in Michigan (the UPOAA) that took effect on July 1, 2024.
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Article
2022 Great Lakes Special Needs Planning Symposium
‍A 2-day experience dedicated to the education of professionals who plan for persons with disabilities and administer special needs trusts.
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Article
Nomination of Trustee
After deciding a special needs trust is appropriate, one of the most difficult choices parents make is the nomination of the trustee.
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Article
The Third-Party Pooled Trust: An Alternative Planning Tool to Help Avoid the Biggest Mistakes in Special Needs Planning
Individuals seek professional guidance to protect their assets, children, spouse, partner or other family members after they are gone. If their loved one is an individual with disabilities who depends on means-tested public benefits to meet his or her basic needs, it is essential to choose experienced counsel to help protect his or her present and future eligibility.
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Article
What a Special Needs Trust Pays For
A Special Needs Trust (SNT) can pay for supplemental needs like education, therapy, and housing, ensuring benefits without impacting government aid. Find out what else an SNT can cover here.
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Article
New Tax Law Makes Changes to ABLE Accounts
The new Tax Cuts and Jobs Act allows families to roll over up to $15,000 annually from 529 savings accounts to ABLE accounts for the same or a family member beneficiary.
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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.
Talking, lawyer or old couple with will, contract or documents for life insurance papers or probate. Plan, advisor or married elderly clients signing paperwork, trust form or will agreement.
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.
Two young boys and their father and mother converse in a bright apartment. Father is in a wheelchair.
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.