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Getting Around the Transfer Penalty for Pooled-Trust Transfers for Individuals 65 Years and Older

Getting Around the Transfer Penalty for Pooled-Trust Transfers for Individuals 65 Years and Older  By Jill Roamer, J.D., CIPP/US  Special Needs Planning, Medicaid Planning, Case Law Medicaid laws can be cumbersome and tricky. Federal statutes set out the framework for certain Medicaid eligibility rules…

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National Special Needs Law Month:  New Rules for ABLE Accounts

National Special Needs Law Month:  New Rules for ABLE Accounts  By Jill Roamer, J.D., CIPP/US  Special Needs Planning It's National Special Needs Law Month, let’s take a look at recent final regulations issued by the Internal Revenue Service (IRS). The new regulations clarify rules regarding ABLE…

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