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Legal Updates

Special Needs Planning - February Legal Update


Special Needs News is an e-newsletter that brings you reports of legal developments and other trends of vital interest to those with special needs and their advocates. This newsletter is brought to you by Peter Harrison and the other members of the Special Needs Planning Practice Group of Chambliss Law Firm.

Chambliss Law Firm Monthly Editorial

The Classic Cars of Special Needs Planning
by Peter Harrison, Special Needs Planning Attorney

Tennessee is one of the nation's foremost states in trust law. In that body of law, one of the most powerful tools available to families involved in special needs planning is decantation. Decantation is the process of transferring property in one trust to a new trust for some or all of the trust's beneficiaries. Like turning an old clunker in the yard to a head-turning beauty on the streets, decantation can give new life to an old trust. We'll show you how. [Click to read the full article.]

Writing a Memorandum of Intent for Your Child With Special Needs

While creating a financial plan and establishing a specialized trust are central to preparing for your child's future, planners also advise families to write down their intentions and expectations in a special document. Read more ->

How to Make Distributions to an SNT Beneficiary Without Disrupting Their SSI

When serving as the trustee of a special needs trust, it is crucial to be careful when making distributions for the benefit of the trust beneficiary. This is particularly true if the beneficiary receives Supplemental Security Income (SSI). Read more ->

Filling the Gaps in Medicare Can Be Difficult for SSDI Recipients 

Individuals with disabilities under age 65 often face obstacles in purchasing Medigap insurance that older Medicare beneficiaries do not face. In many states, Medigap policies are either not available to younger beneficiaries due to their age or the premiums are too costly. Read more ->

ABLE Accounts Begin to Spread Across the Nation  

Sixteen states now have ABLE programs, which allow people with disabilities to set aside up to $14,000 a year in tax-free savings accounts without affecting their eligibility for government benefits. Read more ->