Probate can be a source of stress and uncertainty for many, whether due to personal experiences or stories shared by others. Most people would prefer to avoid it altogether, but is that possible? The answer is yes—and with proper planning, you can spare yourself and your loved ones from what is often a lengthy and [...]
Today, in honor of Social Work Month, Gibbons | Neuman proudly showed our support for the dedicated case managers and social workers at Tampa General Hospital. Social workers and case managers are essential in healthcare, providing invaluable support to patients and their families. They advocate, navigate complex systems, and offer both emotional and logistical assistance during [...]
Family is at the heart of estate planning, and that includes blended families, second marriages, stepchildren, and mixed family situations. While these family dynamics bring joy, they can also create complexities when it comes to ensuring everyone is cared for after you're gone. For example, stepchildren do not have automatic inheritance rights unless they [...]
When you’re reviewing your estate planning documents, it’s not uncommon to feel overwhelmed by all the legal jargon. Words like "testator," "per stirpes," or "fiduciary" might leave you wondering, why is all this legalese necessary? After all, these are your personal documents, so why do they need to be filled with complex language? The answer [...]
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 [...]
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 [...]
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 [...]
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. [...]
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 [...]
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 [...]
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