The Social Security Administration’s Understanding Supplemental Security Income (SSI) website is a recently updated reference for benefic...

New POMS regarding ABLE accounts have come out and can be found here: https://secure.ssa.gov/poms.nsf/lnx/0501130740 Below is an excerpt ...

The new year brings some important changes to the Oregon Medicaid eligibility figures. Effective January 1, 2018: The Supplemental Securi...

Families taking advantage of ABLE savings accounts will have a little more flexibility in planning for special needs as a result of the n...

The IRS has confirmed an increase to Section 2503, the federal gift tax exclusion. Section 529A(a)(2) of the Stephen Beck Jr. Achieving a Be

The ABLE Act explicitly addresses how funds in an ABLE account impact SSI and Medicaid eligibility, but what about HUD? Even though the t...

Simply defined, a trust is an agreement between two people -- a grantor who donates funds to the trust and a trustee who manages those fu...

In passing the Achieving a Better Life Experience (ABLE) Act in 2014, Congress created a new way for potentially millions of people with ...

Guardianship and conservatorship proceedings are supposed to protect vulnerable seniors and people with cognitive disability. Unfortunate...

At long last the Centers for Medicare & Medicaid Services (CMS) had provided guidance to states on how to treat “ABLE” accounts in Medica...

ABLE accounts, the new tax-free savings accounts for people with disabilities, can be used in many ways to make a big difference to families

You may have heard the terms "special" needs trust and "supplemental" needs trust and wondered what the difference is. T

The NYT article talks about ethics in the context of Medicaid planning. Those who plan ahead often fare much better than those who don't

Take a look at this interesting article in today's Washington Post about caregiving for family members: http://www.washingtonpost.com/sf/...

I read this opinion piece in the New York Times about the proposed reductions in funding to the Medicaid program and how it will likely a...

If you or a family member are disabled (per social security standards) and the onset of the disability was prior to the age of 26 you may...

350,000 Oregonians Could Lose Health Coverage is the title of the article. Take a look here. The proposed line-item reductions can be see...

When serving as the trustee of a special needs trust, it is crucial to be careful when making distributions for the benefit of the trust ...

Many attorneys create trusts, and some even create special needs trusts, often using pre-written templates. So why, you may ask, do you ...

The House will not vote to repeal the ACA. Don't forget to keep vigilant about proposed changes to healthcare and Medicaid that will aff