Monthly Archives: October 2016
On-Air Live October 29, 2016
I don’t want to pester you, but just a quick reminder that this Saturday, October 29th, 1:00pm on AM 1380, yours truly is a guest on Aging with Dignity with Ed Outland. It’s a live call in show, so get your phone charged. We’re talking about Medi-Cal Planning/Recovery and Special Needs Trusts with 529 ABLE Accounts. … Continue reading
Can you take advantage of the new 529 ABLE Account?
There’s a new asset protection tool for competent, disabled adults that can work in conjunction with a special needs trust or even by itself in some cases. It’s a great way to protect your money if you meet the requirements, are receiving public benefits, and if it meets your financial and independence needs. It’s called … Continue reading
Looking good for the SNT Fairness Act
The Special Needs Trust Fairness Act, a bill that would allow people with disabilities to create their own first-party special needs trusts without having to rely on others, has passed the House of Representatives by a vote of 382 to 22. In a statement in its September 21 eBulletin, the National Academy of Elder Law Attorneys … Continue reading