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PLANNING FOR INDIVIDUALS WITH SPECIAL NEEDS PART 1

by Thomas D. Begley, Jr., CELA General According to Annual Disability Statistics Compendium published by the federal government, in 2014 there were 39,674,679 individuals with disabilities living in the community, a prevalence rate of 12.6%. This number is increasing as disabilities, such as Autism and Alzheimer’s Disease, become more prevalent. Non-institutionalized civilians with disabilities age…

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PLANNING FOR INDIVIDUALS WITH SPECIAL NEEDS PART 2

by Thomas D. Begley, Jr., CELA General This is the second part in a five-part series dealing with planning for individuals with special needs.  Part 1 discussed the reasons to establish a trust and some of the requirements for a Special Needs Trust (SNT).  This article will focus on when to use a Self-Settled Special…

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PLANNING FOR INDIVIDUALS WITH SPECIAL NEEDS PART 3

by Thomas D. Begley, Jr., CELA General This is the third part of a five-part series dealing with planning for individuals with special needs.  Part 1 discussed the reasons to establish a trust and some of the requirements for a Special Needs Trust (SNT).  Part 2 discussed Self-Settled Special Needs Trusts (SSSNTs).  This article will…

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USING SELF-SETTLED SPECIAL NEEDS TRUSTS TO PROTECT PUBLIC BENEFITS – Begley Report

Many public benefits available to persons with disabilities, such as Supplemental Security Income (SSI) and Medicaid, place limits on income and certain types of assets. Exceeding such limits can lead individuals to lose some or all of their benefits. Individuals receiving SSI are limited to $2,000 of assets. For many individuals, their Medicaid is linked…

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