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The Voice® December 2014 – Official Newsletter of the Special Needs Alliance

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DISTRIBUTIONS FROM SPECIAL NEEDS TRUSTS FOR CAREGIVERS – PART 1

by Thomas D. Begley, Jr., CELA This is the first part of a two-part article on distributions from special needs trusts for caregivers.(The other articles in the series are here: Part 2 and Part 3.)  It is often necessary for a family to hire a caregiver to assist in providing care for a child, even an…

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THE ALTERNATIVE TO A SPECIAL NEEDS TRUST IN PERSONAL INJURY CASES

1. Is the Trust Necessary? Are public benefits, such as SSI and Medicaid, important to the client? The attorney must consider the restrictions on distributions. There are three important factors that must e considered before determining to use a self-settled special needs trust: Sole Benefit of Rule. Distributions from self-settled special needs trusts must meet…

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USE OF CREDIT CARDS AND GIFT CARDS IN ADMINISTERING A SPECIAL NEEDS TRUST

[This article was originally printed in the Straight Word, a publication of the Burlington County Bar Association.] In administering a special needs trust, it is crucial that the trustee not advance cash to the beneficiary. Historically, beneficiaries have sent their bills to the trustee for payment. An easier way to accomplish this objective is to…

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