Special Needs Trusts 101: The Basics By Jill Roamer, J.D. and Marchesa Minium, J.D. Special Needs Planning Trusts are certainly not the most perspicuous of legal inventions, but they can be a critical part of elder law planning and special needs planning.…
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…
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…
CMS Reacts to Oklahoma Law that Instills Five-Year Waiting List for Those with Special Needs By Jill Roamer, J.D., CIPP/US Special Needs Planning October marks the beginning of National Special Needs Law Month! Let’s start celebrating with some good news about an Oklahoma…