Upcoming Events and Presentations

Below are some upcoming presentations by Richard Courtney on various elder law and special needs planning topics, followed by important information about some great events to be put on by…

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Social Security Clarifies Special Needs Trust Rules

We regularly help attorneys and families of disabled children or adults who have public benefits like Supplemental Security Income (SSI) and Medicaid.  These programs have limits on the “countable” assets…

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What About Hiring a Caregiver?

Many spouses, children and siblings of persons with disabilities or incapacitated elders hire non-family caregivers.  If non-family caregivers are paid to provide such services, they are either employees or independent…

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Two Breaks for Disabled in New Tax Bill

The recent Tax Cuts and Jobs Act threatened to remove some important provisions for persons with disabilities from the law.  However, two important provisions were kept after the tough negotiations…

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Two Different Types of Special Needs Trusts

This article is reprinted with permission of the Special Needs Alliance - www.specialneedsalliance.org. There are two types of Special Needs Trusts (SNTs), commonly designated as first-party and third-party SNTs. It is…

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