Special Supplemental Income Archives - Legacy Planning Law Group

National Special Needs Law Month: New Rules for ABLE Accounts

October 12, 2021
Legacy Planning Law Group
Estate Planning, Special Needs, Special Needs Planning, Special Needs Trust

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…

Estate Planning For Special Needs Family Members

June 5, 2019
Bill O'Leary
Estate Planning, Special Needs Planning

Without proper planning, leaving an inheritance or making a gift to a disabled family member can cause the disabled person to lose their means-based government benefits, such as Supplemental Security Income or Medicaid.