Educational Brochures

Consumer’s Guide to Providing Proper Care for a Loved One Battling Alzheimer’s Disease
Since Alzheimer’s disease is unpredictable, it is crucial to make plans before your loved one becomes incapacitated. Your support now will allow your loved one to participate in decisions affecting the entire family.
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Consumer’s Guide to Estate Planning
Estate planning is important for people of all ages because it addresses financial, personal and healthcare decisions that have cross-generational implications for quality of life.
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Public Benefits and Matrimonial Settlements
Using special needs trusts in matrimonial settlements.

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Administering a Special Needs Trust: A Handbook for Trustees

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Public Benefits and Matrimonial Settlements
Using special needs trusts in matrimonial settlements.

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Estate Planning for Parents of Children With Disabilities

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Legal and Financial Planning For An Aging Relative

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Using Self-Settled Special Needs Trusts To Protect Public Benefits

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Utilizing Special Needs Trusts (SNTs) For Disabled Persons With Litigation Proceedings

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Vacation Area Homes: Tax and Management Issues

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SSI Eligibility and Special Needs Trusts
A properly drafted special needs trust (SNT) will allow the recipient to continue to receive Supplemental Security Income (SSI) and Medicaid benefits.
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Supplemental Security Income
Supplemental Security Income (SSI) is a need-based income program for the aged, blind and disabled who have limited income and assets.
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Buying A Home for a Person with Disabilities
How can a personal injury settlement or special needs trust be used to buy a home? Here are five strategies.
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Selecting The Trustee
What options and considerations do you have when selecting the trustee of your special needs trust?
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Avoiding Legal Malpractice
Is it malpractice to fail to preserve your client’s Supplemental Security Income (SSI) and Medicaid eligibility before you obtain a personal injury settlement?
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Special Needs Trusts for Litigation Proceeds
If an award from a personal injury case is paid to a plaintiff receiving certain public benefits, that person can lose those benefits. Find out how to protect litigation proceeds – and public benefits.
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Striking a Balance with Structured Settlements
Structured settlements, also known as annuities, provide a stream of income on a periodic basis, typically monthly for the settlement of personal injury claims. Learn more when this type of settlement is appropriate.
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What Happens When I Turn 18?
When a child is no longer a minor, natural guardianship ends. Learn how turning 18 effects Supplemental Security Income (SSI), Medicaid, and guardianship for a person with special needs.
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