Families with children, grandchildren or other family members (such as parents) with special needs have unique planning requirements. There are numerous misconceptions in this area that can result in costly mistakes when planning for special needs beneficiaries. Understanding the pitfalls associated with special needs planning is a must for all of us who assist families [...]
On June 20, 2017, the firm’s special needs planning attorney, Elizabeth Allen, gave a presentation on planning for individuals with special needs to employees of PricewaterhouseCoopers in Tampa. The presentation was held at the offices of PwC and covered the topics of Supplemental Security Income, Social Security Disability Income, Disabled Adult Child benefits, Medicare and [...]
On March 27, 2017, Attorney Elizabeth Allen gave a presentation on planning for individuals with special needs to the Buddy Baseball organization. Buddy Baseball is a noncompetitive, recreational baseball league for boys and girls with special needs located in Tampa, Florida. The presentation was held at the Omar K. Lightfoot Recreation Center in Temple Terrace. [...]
The firm’s elder law attorney, Elizabeth P. Allen, gave a presentation before two diverse groups recently. On January 12, 2016, Ms. Allen gave a presentation concerning the Basics of Special Needs Planning to the Small ALF Coalition in Tampa. That organization represents owners of small assisted living facilities and other healthcare professionals who service the [...]
Under the Disabled Military Child Protection Act signed into law last year by President Obama, a military parent can now provide a survivor benefit for a disabled child and have the benefit paid to the child’s special needs trust. “Disabled child” includes an adult disabled child whose disability began while as a child. The result [...]
On June 29, 2015, Elder Law and Special Needs Planning Attorney, Elizabeth P. Allen, conducted a workshop on Planning For Persons With Special Needs for members of Just Cares, Inc. The event was held at Just Dance, Academy of Dance and Etiquette on 124 South Kentucky Ave., Lakeland, Florida. Just Cares, Inc. is a non-profit [...]
On May 21, 2015 the Florida ABLE Act became law. The law is pursuant to the 2014 federal Achieving A Better Life Experience Act of 2014 (the ABLE ACT) which allows states to establish tax free savings accounts for certain people with disabilities. The ABLE Act allows eligible individuals with disabilities to save money, up [...]
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