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SPECIAL NEEDS PLANNING: MORE THAN DOCUMENT DRAFTING

by Thomas D. Begley, Jr., Esquire, CELA             Planning for families with special needs members involves a lot more than simply drafting a Special Needs Trust (SNT).  Individuals with special needs, often children, grandchildren or other family members, require a considerable amount of care.  The challenge really begins once the parents are gone.  At that point, who is going…

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WHAT IS AN ABLE ACCOUNT AND HOW CAN IT HELP PROTECT YOUR SSI CHECK?

  An ABLE account is a new device available to the disability community that allows a disabled individual to have a limited bank account without risking eligibility for their means-tested public benefits. ABLE accounts can receive $15,000 per year from all sources, and are capped at the maximum account size of a 529 College Savings…

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THE IMPACT OF FUNDRAISERS ON BENEFICIARIES WITH DISABILITIES

by Thomas D. Begley, Jr., CELA   Crisis and Kindness  In times of crisis, people often show just how caring humanity can be. Major humanitarian relief efforts respond to large-scale natural and unnatural disasters. Strangers donate time and money to individuals injured in tragic accidents. Often, the first instinct when you learn that someone is…

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PLANNING FOR INDIVIDUALS WITH SPECIAL NEEDS PART 5

by Thomas D. Begley, Jr., CELA General This is the final part of a five-part series dealing with planning for individuals with special needs.  Part 1 discussed the reasons to plan.  Part 2 discussed the use of Self-Settled Special Needs Trusts (SSSNTs).  Part 3 discussed Third Party Special Needs Trusts (TPSNT).  Part 4 discussed Pooled…

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