Special Needs Planning

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Article
Listen to Michele on the Lead Counsel Podcast
Discover how smart settlement planning protects clients & law firms. Michele Fuller joins the Lead Counsel Podcast to share tools, tips & case insights.
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Article
Lessons from the Hawthorn Case: Special Needs Settlement Planning for Minors
Learn how pooled special needs trusts and smart settlement planning protected benefits in the Hawthorn case and secured stability for minors with disabilities.
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Article
Understanding the d4A First Party Special Needs Trust
Learn about First Party Special Needs Trusts and how Michigan Law Center, led by expert Michele Fuller, can secure benefits and protect your loved one’s future.
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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
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
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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Article
Low-Income Housing for People with Disabilities
People with disabilities are disproportionately low-income. Like many other marginalized communities, people with disabilities are being priced out of many neighborhoods, especially in large metropolitan centers, as rental prices continue to skyrocket and affordable housing stocks dwindle.
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Article
If Your Child Receives SSI and Is Turning 18, It’s Time to Talk to Your Special Needs Planner
If your child receives Supplemental Security Income (SSI) benefits and is going to turn 18, you should talk with your special needs planner about some important changes that could significantly impact your child’s SSI benefit.
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Article
ABLE Accounts Now Available in Four States; Three Are Open to Out-of-State Beneficiaries
Two years after the passage of the Achieving a Better Life Experience (ABLE) Act, four states — Florida, Nebraska, Ohio and Tennessee -– have ABLE plans up and running, and all but Florida allow out-of-state beneficiaries to open accounts.
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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.
Two students, one with special needs in a wheelchair, and one teacher smile while using computers.A parent holding their smiling child in a swimming pool
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.
A young happy man with Down syndrome with his mentoring friend celebrating success indoors at school.A parent holding their smiling child in a swimming pool
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.