Special Needs Planning

Unique Planning Opportunity for Disabled or Chronically Ill Beneficiaries

2020-09-18T14:08:08-04:00

There is good news for clients with family members or other beneficiaries who are disabled or chronically ill.  The Setting Every Community Up for Retirement Enhancement (SECURE) Act was integrated into the Further Consolidated Appropriations Act of 2020.  The SECURE Act has been big news in the special needs planning community, as it carved out [...]

Unique Planning Opportunity for Disabled or Chronically Ill Beneficiaries2020-09-18T14:08:08-04:00

7 Tips for Helping Families with Special Needs

2017-12-07T10:05:16-05:00

Families with children, grandchildren or other family members (such as parents) with special needs have unique planning requirements. There are numerous misconceptions in this area that can result in costly mistakes when planning for special needs beneficiaries.  Understanding the pitfalls associated with special needs planning is a must for all of us who assist families [...]

7 Tips for Helping Families with Special Needs2017-12-07T10:05:16-05:00

Elder Law Attorney Discusses Special Needs Planning with PwC Employees

2017-07-05T15:06:43-04:00

On June 20, 2017, the firm’s special needs planning attorney, Elizabeth Allen, gave a presentation on planning for individuals with special needs to employees of PricewaterhouseCoopers in Tampa.  The presentation was held at the offices of PwC and covered the topics of Supplemental Security Income, Social Security Disability Income, Disabled Adult Child benefits, Medicare and [...]

Elder Law Attorney Discusses Special Needs Planning with PwC Employees2017-07-05T15:06:43-04:00

Attorney Elizabeth Allen Discusses Special Needs Planning with Buddy Baseball

2017-04-26T11:39:16-04:00

On March 27, 2017, Attorney Elizabeth Allen gave a presentation on planning for individuals with special needs to the Buddy Baseball organization. Buddy Baseball is a noncompetitive, recreational baseball league for boys and girls with special needs located in Tampa, Florida. The presentation was held at the Omar K. Lightfoot Recreation Center in Temple Terrace. [...]

Attorney Elizabeth Allen Discusses Special Needs Planning with Buddy Baseball2017-04-26T11:39:16-04:00

Elder Law Attorney talks about important elder and disability issues

2016-02-09T09:22:02-05:00

The firm’s elder law attorney, Elizabeth P. Allen, gave a presentation before two diverse groups recently. On January 12, 2016, Ms. Allen gave a presentation concerning the Basics of Special Needs Planning to the Small ALF Coalition in Tampa.  That organization represents owners of small assisted living facilities and other healthcare professionals who service the [...]

Elder Law Attorney talks about important elder and disability issues2016-02-09T09:22:02-05:00

Military Parent Can Have Survivor Benefit Paid To Child’s Special Needs Trust

2015-08-19T09:17:04-04:00

Under the Disabled Military Child Protection Act signed into law last year by President Obama, a military parent can now provide a survivor benefit for a disabled child and have the benefit paid to the child’s special needs trust. “Disabled child” includes an adult disabled child whose disability began while as a child. The result [...]

Military Parent Can Have Survivor Benefit Paid To Child’s Special Needs Trust2015-08-19T09:17:04-04:00

Attorney Elizabeth Allen gives Special Needs Planning Workshop in Lakeland

2015-07-01T14:45:18-04:00

On June 29, 2015, Elder Law and Special Needs Planning Attorney, Elizabeth P. Allen, conducted a workshop on Planning For Persons With Special Needs for members of Just Cares, Inc.   The event was held at Just Dance, Academy of Dance and Etiquette on 124 South Kentucky Ave., Lakeland, Florida. Just Cares, Inc. is a non-profit [...]

Attorney Elizabeth Allen gives Special Needs Planning Workshop in Lakeland2015-07-01T14:45:18-04:00

Florida Tax Free ABLE Accounts to help Persons with Disabilities Save Money

2015-06-15T09:41:04-04:00

On May 21, 2015 the Florida ABLE Act became law.  The law is pursuant to the 2014 federal Achieving A Better Life Experience Act of 2014 (the ABLE ACT) which allows states to establish tax free savings accounts for certain people with disabilities.  The ABLE Act allows eligible individuals with disabilities to save money, up [...]

Florida Tax Free ABLE Accounts to help Persons with Disabilities Save Money2015-06-15T09:41:04-04:00
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